Investing Checklist + Portfolio Rebalancing Spreadsheet
Added 2025-08-03 12:06:02 +0000 UTCHey everyone,
Here's a new members only private video on portfolio rebalancing + investing checklist related to buying/selling decision making.
Cheers!
Kartik
Comments
Hey Aditya, yes the ADRs are currently not available on the platform at the moment. We primarily focus on US stocks which should all be accurate at the moment. Thanks
Kaswrp
2025-08-28 05:30:24 +0000 UTCKartik , some of the ticker live price is not coming through correct. for example LLOY, BARC (seems the UK ones) as translating the P300.0 ($3) to $300
aditya anand
2025-08-27 08:02:10 +0000 UTCTv
DC
2025-08-11 00:14:47 +0000 UTCHey Suresh, once you type the company name - can you go up to “data” and select “stocks” so excel can recognize that as a stock. Try that please. Thanks.
Kaswrp
2025-08-06 16:05:40 +0000 UTCI'v added the file to Google Sheets, the company name doesn't work for me, just wondering if it works this way? Thanks.
Surresh Raju
2025-08-06 16:04:45 +0000 UTCThese are great, thanks! Will be studying options with you later this year.
Jack M
2025-08-05 01:54:49 +0000 UTCGreat video! I love this type of lectures and tools. As a novice long term investor diving into stock picking, I have a total of 28 stocks in my growth portfolio that accounts for 10% of my net worth. So, I call this portfolio my aggressive playground. I was having difficulty going about managing the portfolio allocations and this spreadsheet will be very useful. I’m looking forward for more content like this. Thanks!
Morpheus
2025-08-03 19:46:23 +0000 UTCHey Olga, That is strange. it is working for me. If the stock is not loading up, please go to the "data" tab up top and select "stocks". It should work.
Kaswrp
2025-08-03 12:54:41 +0000 UTCPortfolio Rebalancing spreadsheet doesn't work. Check formula for Column B (Company Name). Thanks!
Olga Pearson
2025-08-03 12:52:25 +0000 UTC
