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The portfolio after one year - a newbs journey

A helpful place to also put any annual reports etc, of your own portfolios
Pipsmum
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Re: The portfolio after one year - a newbs journey

#121498

Postby Pipsmum » March 2nd, 2018, 12:54 am

Finally I sussed it... sort of...

I added the six shares I could of mine from its drop down list. It didn't have the rest. When I added my own in, it didn't function (only because I'm not conversant with spreadsheets and obviously hadn't correctly followed input instructions from the pages 10-11).

... so just to get a yield figure, I kept adding the AA share with the correct button and then altering the name and figures to suit my own portfolio.

It gave a predicted yield of 3.6% overall so that was the figure I really wanted, so thank you very much.


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