Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have…
Using Google Sheets and Pivot Tables
It is helpful to structure the google sheet in a manner that can easily be turned into a pivot…
Using My Consolidated Formula Model in Google Sheets
I moved the portfolios to Google Sheets to take advantage of Google’s ability to use financial functions like “price” by…
Using Google Sheets to Track Portfolios
Our portfolios took a hit in early February 2018 with the rest of the market. Since then the portfolios have…
Portfolio Eight Updated Feb 2018, and It’s Tax Time
Portfolio 8 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …
Portfolio Seven Updated Feb 2018, and It’s Tax Time
Portfolio 7 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …
Portfolio Six Updated Feb 2018, and It’s Tax Time
Portfolio Six is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. …
Portfolio Five Updated Feb 2018, And It’s Tax Time
Portfolio Five is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …
Portfolio Four Updated February 2018, and It’s Tax Time
Portfolio Four is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …
Portfolio Three Updated February 2018, and It’s Tax Time
Portfolio three is 10 1/2 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. …
