Club Portfolio Management

In this section of our library we will be sharing ideas on club portfolio management. Contributions from clubs on how they do it are most welcome and will be shared here. To provide fuller sharing consider posting them at http://biwiki.editme.com/ . This is a "wiki website" that all registered users can access and share their ideas on a broad spectrum of investing issues. As an example, click to view what other BI members have contributed in the past on portfolio management.

This submission is from Dave Swierenga (Dallas/Ft Worth Chapter). This is how his club tracks their investments at their monthly club meetings. Dave can be contacted at: dave.swierenga@gmail.com for assistance.

Click to view the work book to the right. If you would like to download a fully editable copy for your use click here. Note that to use the work book, which includes live links to various metrics, you will need to access it through your Google account.

DashboardDemo

PORTFOLIO DASHBOARD

There were three objectives when I planned this portfolio dashboard:

Forward oriented. This is what we do as long-term investors. Hidden columns contain historical data, but the focus is on the potential of each stock in the portfolio

Every member of the club can update: This Google spreadsheet is shared with all club members. Each club member updates the spreadsheet with data on the stock that they follow.

Current price data automatically entered. The spreadsheet includes Google Finance functions including current price, EPS, and P/E ratio.

The spreadsheet can be enhanced based on the interests of the club. For example, the demo includes “conditional formatting” that highlights current prices that are lower than the “buy below” price.

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