Rebalancing Portfolio in Any Market Pha

(Bull, Bear or Consolidation)
By Kalidas, Hong Kong

For instructions, please refer to the Instruction tab at the end of this window. The letters A,B,C represent any stock in any country. A1 bought at different stages. The notation SA!, SA2, SA3 represent various "Sale" level of the stock A sold at various stages. Do not ext not try to insert extra line as the formula may not be copied there autonmatically. for Intended buy or sale, the symbols used are IB o DD/MM/YY format). Px = Price. Each deal should be separate and treated accordingly. DO NOT USE AVERAGE. Window panes are froz

Symbol Enter Here A A B B C

Category or Sector e.g. Oil Enter Here

Name Enter Here ABC Ltd ABC Ltd XYZ Ltd XYZ Ltd Blue Chip Ltd

Actual Date Enter as M/D

Bought /Sold

Enter Here 12-Jan-07 Bought 18-Feb-08 Bought 12-Mar-08 Bought 12-Apr-08 Bought 11-Mar-08 Bought

Stage Number Enter Here

Quantity Use (-) on Buy Net Price Enter Enter Here Here 1 1,000 75.00 2 1,000 100.00 1 2 1 1,000 500 500 81.00 71.00 400.00

Important:This is deletable box

Delete entires marked "Enter Here" do it individually, do not delete row otherwise you will be destroiying formula. Of course, you can copy the formula of previous cell if you know excel Auto entries contain "formula", so if you remove other entries (in figures), tha tuo entries will become Zero value. Substitute with your own entries. After each stock, leave 2 lines following so that you can write more stages for each stock for buying. DO NOT EVER count the average. If you have bought a stock at 100 and later at 25 (in larger quantity), then sell the second lot if it makes good money. How much should you sell it is upto you. Leave the old entries as it is. in the meantime you go on playing with the level. DELETE this box after you have read it and understood. DO NOT SEND ME questions in the comment section. I have sufficently answered all potential questions here. ALSO. make a back up copy of this file and in case you damaged the first one, you can rely on the back up. You may make one more copy for DEMO exercise, to help you understand better. This strategy works in all markets at all time in every item - Stocks, bonds, commodities etc. FURTHER, I do not give any guarantee for anything. This is what I have done in past 20 years, with successful result. But I was the stock broker, whereas you are an investor. It is possible your success rate may not be as good as mine, and if you are smarter than me, then good luck to you and share those strategy to others. If you believe that this strategy is defective, you may voice your opinion on the Comments, with reasons, so that other readers benefit from your knowledge.

whereas you are an investor. It is possible your success rate may not be as good as mine, and if you are smarter than me, then good luck to you and share those strategy to others. If you believe that this strategy is defective, you may voice your opinion on the Comments, with reasons, so that other readers benefit from your knowledge.

n Any Market Phase

1. Select the stock you dislike to own 2. Mark them to sell. Do not buy more ong Kong 3. Mark the stocks you do like 4. Decide the Qty, Target Px, and Stages represent any stock in any country. A1, A2, A3 represent the stocks you may have 5. If you are losing by 1/2, 1/3, 1/4 or 1/5, mark them to bu ock A sold at various stages. Do not extend the stage of buying or selling beyond 3. Do 2 times for 1/2, 3 times x 1/3 etc buy or sale, the symbols used are IB or IS followed by stages - 1, 2 or 3. Dates are 6. Treat each transaction as separte deal USE AVERAGE. Window panes are frozen for easy scroll 7. DO NOT CHANGE AUTO ENTRY. You will delete the formul

nsolidation)

Rebalancing Strategy

Mkt Price Buy Cost or Enter Sale value Manually AUTO Enter ENTRY Here 75,000.00 25.00 100,000.00 25.00 0.00 81,000.00 61.00 35,500.00 61.00 0.00 200,000.00 360.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Gain/Loss Actual Manual Entry

Mkt Value AUTO ENTRY 25,000.00 25,000.00 0.00 61,000.00 30,500.00 0.00 180,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Gain/Loss Watch Notional Buy More Target Stock for Losses are in Sell Sell Swap into (Your RED Swap Choice) AUTO ENTER ENTERY HERE ENTER HERE 50,000.00 Buy More ABC Ltd 75,000.00 Buy More ABC Ltd 0.00 20,000.00 Sell/Swap OPQ Ltd 5,000.00 Sell/Swap OPQ Ltd 0.00 20,000.00 Sell Raise Cash 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00

dislike to own o not buy more do like et Px, and Stages /2, 1/3, 1/4 or 1/5, mark them to buy in reverse order x 1/3 etc n as separte deal TO ENTRY. You will delete the formula.

g Strategy

Target Target Price (-) Quantity for Buy ENTER ENTER HERE HERE 3,000 25.00 4,000 25.00 3,300 1,700 500 18.00 18.00 360.00

Expected Cost/Sale Priceeds Remark AUTO ENTERY Enter Here 75,000.00 sell this lot if it goes to 40 100,000.00 sell this lot if it goes to say 45 0.00 59,400.00 You are swapping into better stock, say 30,600.00 You are swapping into better stock, say 0.00 180,000.00 Your losses 10%, Raise cash, use elsewhere 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00

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