By Lowell Herr
We are at the end of the month of November and for users of the TLH Spreadsheet this is a reminder to update the SR worksheet. Here is the link to the help session on how to update this particular worksheet. The latest TLH Spreadsheet looks a little different, but the process is identical.
https://itawealth.com/wp-content/audio/SR.html
Portfolios coming up for review are: Euclid, Bethe, and Carson Trio. 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.
Contact me at itawealth@comcast.net if interested in a Lifetime Membership. Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.
I am at the very beginning , that is, “INVESTING 101: Building Your first portfolio”.
At this point, What is a Dashboard?
I could find no description of what it is.
Is there a detailed explanation of it on your website, if so, where ?
Please send me the TLH Spreadsheet .
An explanation of how to use it would be appreciated.
Thanks,
Sam Marx
Sam,
You should find two TLH Spreadsheets in your mailbox. I sent Huygens as it should be current. There is also the Sample SS, but it may not have the September 30th distributions included. The distributions need to be inserted manually every quarter in order for the benchmarks to remain accurate. Please save these and rename the TLH you will be using with your portfolio. When you make an error you can go back to the original, rename a new SS and start over again.
The Dashboard is one of the worksheets within the TLH. Help sessions are available through the blog and you will find the links under the Archive Tab. Look for TLH Help. I have about 10 Camtasia’s prepared to help users understand how to use the TLH Spreadsheet.
Lowell