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Portfolio Sample

To change the connected stocks, go to the sheet called "stocks" and use the task pane to select different stocks. The document then provides a table with stock information including name, ticker, shares, price, value, change, and day gain/loss for various stocks.

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67 views4 pages

Portfolio Sample

To change the connected stocks, go to the sheet called "stocks" and use the task pane to select different stocks. The document then provides a table with stock information including name, ticker, shares, price, value, change, and day gain/loss for various stocks.

Uploaded by

api-707666208
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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To change the list of connected stocks, go to the second sheet called "stocks" and use the task pane

to choose new ones.

Name Ticker Shares Price Value Change Day Gain


Microsoft MSFT 12,121 $ 136.31 $ 1,652,213.51 -2.88% $ (48,968.84)
Apple AAPL 8,888 $ 213.08 $ 1,893,855.04 2.06% $ 38,218.40
Alphabet GOOG 2,222 $ 1,217.13 $ 2,704,462.86 -0.65% $ (17,798.22)
Vanguard InternationaVXUS 44,444 $ 51.69 $ 2,297,310.36 -0.79% $ (18,222.04)
Vanguard S&P 500 Fu VOO 3,333 $ 273.08 $ 910,175.64 -1.13% $ (10,432.29)
Bitcoin BTC/USD 111 $ 9,944.28 $ 1,103,815.08 1.68% $ 18,280.59
Euro EUR/USD 1,111,111 $ 1.10 $ 1,226,666.54 -0.81% $ (10,000.00)
Total $ 11,788,499.03 $ (48,922.40)

Allocations Geographic Diversification

Vanguard Bitcoin Microsoft


S&P 500 10% 16%
Fund
9%
Apple
18%

Vanguard
Interna-
tional Stock Alphabet
Fund 26%
22%
pane to choose new ones.

Avg Cost Total Gain USA Europe Asia


$ 72.32 $ 775,622.79 $ 1,652,214 $ - $ -
$ 259.00 $ (408,136.96) $ 1,893,855 $ - $ -
$ 907.00 $ 689,108.86 $ 2,704,463 $ - $ -
$ 55.00 $ (147,109.64) $ - $ 1,378,386 $ 918,924
$ 59.03 $ 713,428.65 $ 100,119 $ 409,579 $ 400,477
$ 14,056.00 $ (456,400.92) $ - $ - $ -
$ 1.30 $ (217,777.76) $ - $ 1,226,667 $ -
$ 948,735.02 $ 6,350,651 $ 3,014,632 $ 1,319,401

fication
Price and Stock Connector.
Use Stock Connector in Excel 2013 or later, Excel Online, and Excel for iPad by clicking Insert > Get Add-ins.

Ticker Price Day ChangUSA % Europe % Asia %


MSFT 136.31 -2.88% 100% 0% 0%
AAPL 213.08 2.06% 100% 0% 0%
GOOG 1217.13 -0.65% 100% 0% 0%
VXUS 51.69 -0.79% 0.0% 60.0% 40.0%
VOO 273.08 -1.13% 11.0% 45.0% 44.0%
BTC/USD 9944.28 0.01684 0% 0% 0%
EUR/USD 1.104 -0.008086 0% 100% 0%
Get Add-ins.

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