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 8 months ago
1 Posts
1 Users
0 Reactions
302 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 651
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.


   
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

  • Bohr Portfolio Review: 4 June 2025
  • Copernicus Portfolio Review: 2 June 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicator: 30 May 2025
  • Gauss Portfolio Review: 28 May 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 561 Topics
  • 725 Posts
  • 1 Online
  • 279 Members
Our newest member: Adam Imiolek
Latest Post: Communications is Overbought
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 2.4.5

(Visited 29,949 times, 4 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

  • Bohr Portfolio Review: 4 June 2025 June 4, 2025
  • Copernicus Portfolio Review: 2 June 2025 June 2, 2025
  • Selecting Closed End Funds (CEFs) May 31, 2025
  • Bullish Percent Indicator: 30 May 2025 May 31, 2025
  • Gauss Portfolio Review: 28 May 2025 May 28, 2025
  • Millikan Portfolio Review: 27 May 2025 May 27, 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used May 19, 2025

Recent Comments

  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, and Bohr 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

  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Strategic Asset Allocation: A Starting Point For Portfolio Construction
  • Debunking Dividend Fallacies
  • Bullish Percent Indicators: 22 September 2023
  • Bullish Percent Indicators: 23 June 2023
  • Carson Portfolio Review: 9 January 2023
  • McClintock Portfolio Review: 16 August 2022
  • Franklin Sector BPI Update: 18 April 2023
  • Gauss Sector BPI Portfolio Review: 25 October 2024
  • Millikan Portfolio Review: 1 May 2025
  • Bullish Percent Indicators: 1 March 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