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  • Investment Portfolio Tracker Template v1

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    parpar
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    The document is an investment portfolio tracker that contains details of the user's holdings. It lists 14 investments across various categories like US stocks, bonds, and their industry. It provides key metrics like shares, price, change, value for each holding. There are also charts showing the user's target and actual asset allocation across asset classes like stocks, bonds, cash and difference between the two. The portfolio value is over $4 million with majority (86%) invested in US stocks, followed by bonds (14%).

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    The document is an investment portfolio tracker that contains details of the user's holdings. It lists 14 investments across various categories like US stocks, bonds, and their industry. It provides key metrics like shares, price, change, value for each holding. There are also charts showing the user's target and actual asset allocation across asset classes like stocks, bonds, cash and difference between the two. The portfolio value is over $4 million with majority (86%) invested in US stocks, followed by bonds (14%).

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    27 views6 pages

    Investment Portfolio Tracker Template v1

    Uploaded by

    parpar
    The document is an investment portfolio tracker that contains details of the user's holdings. It lists 14 investments across various categories like US stocks, bonds, and their industry. It provides key metrics like shares, price, change, value for each holding. There are also charts showing the user's target and actual asset allocation across asset classes like stocks, bonds, cash and difference between the two. The portfolio value is over $4 million with majority (86%) invested in US stocks, followed by bonds (14%).

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    Investment Prtfolio Tracker

    Portfolio

    Company Category Industry


    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Technology
    #VALUE! US Stocks Consumer Service
    #VALUE! US Stocks Consumer Service
    #VALUE! US Stocks Airline
    #VALUE! Bonds Other
    #VALUE! Bonds Other
    Shares Price Change Change (%) Volume
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    1000 #NAME? #NAME? #NAME? #NAME?
    9000 #NAME? #NAME? #NAME? #NAME?
    2000 #NAME? #NAME? #NAME? #NAME?
    Value
    $ 152,320.00
    $ 267,840.00
    $ 1,312,990.00
    $ 202,000.00
    $ 331,290.00
    $ 18,700.00
    $ 1,818,510.00
    $ 69,650.00
    $ 17,490.00
    $ 94,140.00
    $ 93,050.00
    $ 470,835.00
    $ 217,180.00
    Investment Prtfolio Tracker

    Asset Allocation Summary


    My Target Actual

    Commodities

    Real Estate

    Cash

    Bonds

    Internaional Stocks

    US Stocks

    0% 10% 20% 30% 40% 50% 60% 70% 80%

    Category My Target Actual Difference


    US Stocks 80% 86% 6.42%
    Internaional Stocks 0% 0% 0.00%
    Bonds 5% 14% 8.58%
    Cash 5% 0% (5.00%)
    Real Estate 5% 0% (5.00%)
    Commodities 5% 0% (5.00%)
    0% 60% 70% 80% 90% 100%

    Threshold Value
    5% $ 4,377,980.00
    0% $ -
    1% $ 688,015.00
    1% $ -
    1% $ -
    1% $ -
    Industry Asset
    Airline Bonds
    Consumer Service Cash
    Financials Commodities
    Health Care Internaional Stocks
    Oil & Gas Real Estate
    Technology US Stocks
    Telecommunication
    Other

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