09-08-2015, 04:45 PM
(09-08-2015, 02:01 PM)hendi_alex Wrote: Do your weightings result from targets, or do they just result from buying blocks of securities which each kick out $1000?
Not from targets. I've left the idea of proper diversification by the wayside for the most part. That's not to say that I'll let things get to 35% Real Estate, but for the most part I'm letting things shake out as they will.
All my positions started in the realm of 1/4 positions. Over time I've honed in on the companies I like and score well in my system to allocate the early money to.
At this point I kind of feel "full up" with my positions, meaning I've allocated my KO dollars and my CLX dollars, and am mostly sorting my existing portfolio by 52-week price ( low to high ) and allocating new funds to stocks currently out of favor. This has the side benefit of higher yield and lower P/E if that's your thing.
(09-08-2015, 02:01 PM)hendi_alex Wrote: Concerning the super easy part, super easy after the initial set up. For me, the initial setup, even for my simple spreadsheet, was a pain in the butt.
I do like your very concise chart with data, but would be over kill for me.
It's all stockrover.com. It's plug & play. Add a ticker, say how many shares you bought at what price and it does the rest for you.