ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Construct...
ITA Portfolios Spre...
 
Notifications
Clear all

[Sticky] ITA Portfolios Spreadsheet

 
Portfolio Construction
Last Post by Lowell Herr 1 year ago
1 Posts
1 Users
0 Reactions
567 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 699
Topic starter October 12, 2024 2:45 AM  

With the most recent disruption in the Yahoo download routine we are using the Tiingo Adj Price icon.  But what happens if Tiingo shuts down?  The Kipling spreadsheet is at the mercy of outside price data.

To circumvent the problem of obtaining external price data, I've put together a very simple spreadsheet one might use, particularly if you are employing the Asset Allocation investing model.  If interested in receiving this spreadsheet, contact me at mosaic606@gmail.com.  Use this e-mail as we are moving and the Comcast address may not be available.

I plan to expand the usefulness of this spreadsheet, perhaps to where I can include graphs of the Jensen Alpha and Information Ratio.

Lowell

PS  Links are provided to Vanguard to pick up prices.  One can obtain these from your broker site.  Currently all one needs to do is enter the data in the bright yellow cells.



   
Quote
Topic Tags
ITA Portfolio Spreadsheet

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Topic Tags:  ITA Portfolio (1) , Spreadsheet (2) ,

Search Blog

Recent Posts

  • Franklin Sector BPI Update: 28 January 2026
  • Millikan Portfolio Review: 27 January 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Beta: A Brief Description
  • McClintock Sector BPI Portfolio Update: 16 January 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 606 Topics
  • 776 Posts
  • 1 Online
  • 287 Members
Our newest member: Kristen Conwell
Latest Post: No Changes
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.14

(Visited 33,744 times, 7 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Portfolio Construction: Where to Begin?
  • Millikan Portfolio Review: 4 December 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Carson, Millikan, Franklin, Schrodinger and Einstein are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 14 June 2024
  • Bullish Percent Indicators: 27 January 2023
  • Five Habits of People In Debt
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Rutherford Portfolio Review (Tranche 4): 24 May 2024
  • Rutherford Portfolio Review (Tranche 3): 11 August 2023
  • Franklin Sector BPI Portfolio Review: 4 June 2025
  • Useful Website: Transparent Investing
  • Huygens Portfolio Review: 19 August 2025
  • Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022
  • Pauling Asset Allocation Portfolio: 29 August 2024

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d