Standard Portfolio Template

This is my standard portfolio template. This is used on conjunction with the various articles on the "Stock Picking Portfolio" series. 

In the "Stock Picking Portfolio" series, I track the performance of a portfolio of stocks to illustrate how to construct and manage a stock portfolio. The various worksheets in this standard portfolio template show how I carry out the various analysis in the articles.

There a 7 worksheets in this workbook:

• Notes. I provide a brief summary to the various worksheets here.

• Portfolio Master. This is a summary of the portfolio performance.

• Individual stocks. I track the activities of individual stocks here.

• Cash. I track the cash status here.

• Calculations. This shows how I estimate the benchmark performance.

• Historical. I keep track of the portfolio historical performance here.

• Dividends. I keep track of the dividend history here.

I suggest that you start with the Notes.

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