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Regarding portfolio management.
The spreadsheet is for "view only."  How do we get edit privilege's?

Larry Reno
Director
Georgia Chapter of BetterInvesting
www.betterinvesting.org/chapters/georgia
Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.
Stay positive....Test negative!!
     


         



-----Original Message-----
From: SB via bivio.com <user*1595500001@bivio.com>
To: club_cafe@bivio.com
Sent: Thu, Jan 7, 2021 6:12 am
Subject: Re: [club_cafe] Regarding portfolio management.

The left side of the spreadsheet (up to column T) displays nicely on one screen without using sliders. This is what we use to help us debate what to buy more of or what to consider selling. The right side of the spreadsheet contains data used to calculate what is on the left. I have linked a redacted copy below for you to look at. You will notice that there is an entry where Google Finance does not provide data. This usually raises some questions.
sb


On Wed, Jan 6, 2021 at 10:42 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Thanks a lot.
One more question. This is a lot more details and we study that. But when we want to consider buying more or sell the stocks, what do you look into consideration at a glance.

Sent from my iPhone

On Jan 6, 2021, at 4:38 PM, SB via bivio.com <user*1595500001@bivio.com> wrote:


We use a Google spreadsheet that contains the following columns and project or share it during the meeting:
Total Value
Cost
Cost/share
Gain
% Gain
Buy Price
Over Valued Price
% Yield
PE
Upside/Downside Ratio
Market Cap
Debt
Price/book Value
PEG Ratio
Dividend
Avg PE
Book Value / Share
Earnings Growth Rate
Shares
Total Debt
Sales/Revenue
Inst Ownership
Symbol
Google sheets provides some of this information live.
sb

On Wed, Jan 6, 2021 at 3:23 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Hello,
Just wandering if any one has suggestions about following stocks at a glance for monthly meeting. Also what criteria we absolutely should look for?
Any suggestion is welcome.

Sent from my iPhone
make a copy, then edit the copy

On Thu, Jan 7, 2021 at 10:11 AM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:
The spreadsheet is for "view only." How do we get edit privilege's?

Larry Reno
Director
Georgia Chapter of BetterInvesting
Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.
Stay positive....Test negative!!






-----Original Message-----
From: SB via bivio.com <user*1595500001@bivio.com>
To: club_cafe@bivio.com
Sent: Thu, Jan 7, 2021 6:12 am
Subject: Re: [club_cafe] Regarding portfolio management.

The left side of the spreadsheet (up to column T) displays nicely on one screen without using sliders. This is what we use to help us debate what to buy more of or what to consider selling. The right side of the spreadsheet contains data used to calculate what is on the left. I have linked a redacted copy below for you to look at. You will notice that there is an entry where Google Finance does not provide data. This usually raises some questions.
sb


On Wed, Jan 6, 2021 at 10:42 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Thanks a lot.
One more question. This is a lot more details and we study that. But when we want to consider buying more or sell the stocks, what do you look into consideration at a glance.

Sent from my iPhone

On Jan 6, 2021, at 4:38 PM, SB via bivio.com <user*1595500001@bivio.com> wrote:


We use a Google spreadsheet that contains the following columns and project or share it during the meeting:
Total Value
Cost
Cost/share
Gain
% Gain
Buy Price
Over Valued Price
% Yield
PE
Upside/Downside Ratio
Market Cap
Debt
Price/book Value
PEG Ratio
Dividend
Avg PE
Book Value / Share
Earnings Growth Rate
Shares
Total Debt
Sales/Revenue
Inst Ownership
Symbol
Google sheets provides some of this information live.
sb

On Wed, Jan 6, 2021 at 3:23 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Hello,
Just wandering if any one has suggestions about following stocks at a glance for monthly meeting. Also what criteria we absolutely should look for?
Any suggestion is welcome.

Sent from my iPhone
Thanks.

Larry Reno
Director
Georgia Chapter of BetterInvesting
www.betterinvesting.org/chapters/georgia
Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.
Stay positive....Test negative!!
     


         



-----Original Message-----
From: Norman Gee via bivio.com <user*125100001@bivio.com>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Thu, Jan 7, 2021 1:33 pm
Subject: Re: [club_cafe] Regarding portfolio management.

make a copy, then edit the copy

On Thu, Jan 7, 2021 at 10:11 AM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:
The spreadsheet is for "view only."  How do we get edit privilege's?

Larry Reno
Director
Georgia Chapter of BetterInvesting
Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.
Stay positive....Test negative!!
     


         



-----Original Message-----
From: SB via bivio.com <user*1595500001@bivio.com>
To: club_cafe@bivio.com
Sent: Thu, Jan 7, 2021 6:12 am
Subject: Re: [club_cafe] Regarding portfolio management.

The left side of the spreadsheet (up to column T) displays nicely on one screen without using sliders. This is what we use to help us debate what to buy more of or what to consider selling. The right side of the spreadsheet contains data used to calculate what is on the left. I have linked a redacted copy below for you to look at. You will notice that there is an entry where Google Finance does not provide data. This usually raises some questions.
sb


On Wed, Jan 6, 2021 at 10:42 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Thanks a lot.
One more question. This is a lot more details and we study that. But when we want to consider buying more or sell the stocks, what do you look into consideration at a glance.

Sent from my iPhone

On Jan 6, 2021, at 4:38 PM, SB via bivio.com <user*1595500001@bivio.com> wrote:


We use a Google spreadsheet that contains the following columns and project or share it during the meeting:
Total Value
Cost
Cost/share
Gain
% Gain
Buy Price
Over Valued Price
% Yield
PE
Upside/Downside Ratio
Market Cap
Debt
Price/book Value
PEG Ratio
Dividend
Avg PE
Book Value / Share
Earnings Growth Rate
Shares
Total Debt
Sales/Revenue
Inst Ownership
Symbol
Google sheets provides some of this information live.
sb

On Wed, Jan 6, 2021 at 3:23 PM Aruna Parekh via bivio.com <user*21402800001@bivio.com> wrote:
Hello,
Just wandering if any one has suggestions about following stocks at a glance for monthly meeting. Also what criteria we absolutely should look for?
Any suggestion is welcome.

Sent from my iPhone