Major portfolio spreadsheet update

I don’t usually release a new post for each revision to my portfolio template, but this one was such a major one that it warrants its own page.

I was reading through some of the blogs in my blogroll and came across Ryan’s spreadsheet. It made mine look immediately outdated.

I liked it so much that I borrowed heavily from the layout and updated my own personal portfolio spreadsheet with a page nearly identical to his. (I basically just changed the color scheme around a bit.)

I also updated my public dividend portfolio template with the new layout.

Here’s the before and after:

before November 2014 update

before November 2014 update

after November 2014 update

after November 2014 update

These spreadsheets are always a work in progress so I’m sure there will be more changes in the future. However, I love the new look. Thanks for the inspiration, Ryan!

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10 Responses

  1. Scott,

    Looking great! It made my night that you whipped this up for the community and that I was able to help with the inspiration. I never would have made mine if it weren’t for your original template that I used as my own inspiration! I really appreciate the shout out πŸ™‚

    Take care,
    Ryan
    Ryan @ My Dividend Growth recently posted…Loyal3: My Final Credit Card Rewards PurchaseMy Profile

    • scott says:

      Thanks, Ryan. Google Templates is a pretty nice place to host it. When I originally created version 1 a few years there was nothing on there when you searched for “dividend.” Now, almost 890 people and counting have used it!

      Hopefully some of them will see these recent changes because I believe this is the best version yet.

  2. Love the new look, and enjoyed seeing it on Ryan’s before. Clean, crisp, and gets the pertinent information across quickly!

    Happy tracking! πŸ™‚
    writing2reality recently posted…Trades – Chevron Corporation (CVX) and Baxter International (BAX) PurchasesMy Profile

    • Also, hell of an AAPL position… craziness.
      writing2reality recently posted…Declined: Credit Card Use Banned at Loyal3My Profile

      • scott says:

        W2R,

        That’s what I immediately loved about Ryan’s version too. Clean layout with a thoughtful color scheme. I was also trying to figure out a simple way of creating a pie chart to show sector diversification. Grouping the stocks into their respective accounts and then subdividing them into sectors was the inspiration I needed.

        As far as AAPL, yes. It is crazy! Most of my shares actually have a cost basis of $0.87/share (87 cents…not a typo) bought in 1996. 63 shares were bought more recently in April 2014 at about $57/share…still doubling its value in a little over a year.

        I was debating about diversifying away from Apple since it is such a large portion of my portfolio. However, since they started paying a dividend I’ve been more apt to just leave it alone. It is tough to find a better investment, in my mind.

        After a few years of buying other stocks, Apple should become more in line.

  3. Scott,

    I am really jealous of your new portfolio spreadsheet. Hell I’m jealous of your old spreadsheet. πŸ™‚
    Luckily for me Ryan posted a video of how to load a spreadsheet to a blog about six months ago or I wouldn’t even have mine online.

    Maybe one weekend soon I will try to freshen mine up a bit so I can keep up with you guys. I will have to keep all breakable objects in another room as my patience level with all things I.T. is very limited.

    MDP

    • scott says:

      MDP,

      Feel free to use whatever formulas/layout/etc that you need from the template that is available on Google Spreadsheets templates (see link above). Let me know if you have any questions too. I’d love to help!

  4. Dave says:

    Would you happen to know of any resources to be able to automate the retrieval for mutual fund compositions / sector weight in google sheets ? Currently I have to log onto morningstar every quarter and update the weightings on my spreadsheet manually. Funds generally don’t publish updates to this data frequently so it’s not that big of a deal, just a nice to have if it existed somehow.

    • scott says:

      Hey Dave,

      If that information was available from a website that you didn’t have to be logged onto, then it might be able to be done. It would still be tricky. If you’re only updating it quarterly, it’s probably easiest to just keep doing it that way.

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