Monday, November 03, 2014 7:47:26 PM
Thanks Is7550! Got Newport working now all I need to do is figure out how to use it. 
(Is there a list of acceptable emoticons? I've tried a couple that didn't work?)
Is there any way to run each stock position separately or, alternatively, run multiple instances of Newport like I do for Netstock? I need to keep at least four accounts separate - my own, my IRA, and two trust accounts. Or am I better off handling that part via the spreadsheet using separate tabs?
Another sort of crazy question, how do you change the % cash and the initial Portfolio Control (PC)? Since I am migrating already held positions into AIM, the cash element has no relationship to reality and I want to use a single cash pool for all positions.
As to PC, I recall one post that said a PC of 54-58% gave better results and I'd like to see if that is true for me. I guess I could try this using the spreadsheet, but I hesitate to do that because I'm not quite sure exactly how to do this. Some of the formulas are a bit opaque to me and I'm not quite sure which one to fiddle with. Clues for either approach?
Warmest Regards,
Allen
(Is there a list of acceptable emoticons? I've tried a couple that didn't work?) Is there any way to run each stock position separately or, alternatively, run multiple instances of Newport like I do for Netstock? I need to keep at least four accounts separate - my own, my IRA, and two trust accounts. Or am I better off handling that part via the spreadsheet using separate tabs?
Another sort of crazy question, how do you change the % cash and the initial Portfolio Control (PC)? Since I am migrating already held positions into AIM, the cash element has no relationship to reality and I want to use a single cash pool for all positions.
As to PC, I recall one post that said a PC of 54-58% gave better results and I'd like to see if that is true for me. I guess I could try this using the spreadsheet, but I hesitate to do that because I'm not quite sure exactly how to do this. Some of the formulas are a bit opaque to me and I'm not quite sure which one to fiddle with. Clues for either approach?
Warmest Regards,
Allen
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