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[Sticky] ITA Portfolios Spreadsheet

 
Portfolio Construction
Last Post by Lowell Herr 11 months ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 660
Topic starter October 12, 2024 3:45 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.



   
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