Anda di halaman 1dari 6

Rebalancing Portfolio in Any Market Pha

(Bull, Bear or Consolidation)


By Kalidas, Hong Kong
For instructions, please refer to the Instruction tab at the end of this window. The letters A,B,C represent any stock in any country. A1
bought at different stages. The notation SA!, SA2, SA3 represent various "Sale" level of the stock A sold at various stages. Do not ext
not try to insert extra line as the formula may not be copied there autonmatically. for Intended buy or sale, the symbols used are IB o
DD/MM/YY format). Px = Price. Each deal should be separate and treated accordingly. DO NOT USE AVERAGE. Window panes are froz

Category Actual Quantity


or Sector Date Enter Bought Stage Use (-) on
Symbol e.g. Oil Name as M/D /Sold Number Buy Net Price
Enter Enter Enter Enter Enter
Here Here Enter Here Enter Here Here Here Here
A ABC Ltd 12-Jan-07 Bought 1 1,000 75.00
A ABC Ltd 18-Feb-08 Bought 2 1,000 100.00

B XYZ Ltd 12-Mar-08 Bought 1 1,000 81.00


B XYZ Ltd 12-Apr-08 Bought 2 500 71.00

C Blue Chip Ltd 11-Mar-08 Bought 1 500 400.00

Important:This is deletable box


Delete entires marked "Enter Here" do it individually, do not delete row
otherwise you will be destroiying formula. Of course, you can copy the
formula of previous cell if you know excel

Auto entries contain "formula", so if you remove other entries (in figures),
tha tuo entries will become Zero value.

Substitute with your own entries. After each stock, leave 2 lines following
so that you can write more stages for each stock for buying.

DO NOT EVER count the average. If you have bought a stock at 100 and
later at 25 (in larger quantity), then sell the second lot if it makes good
money. How much should you sell it is upto you. Leave the old entries as
it is. in the meantime you go on playing with the level.

DELETE this box after you have read it and understood.

DO NOT SEND ME questions in the comment section. I have sufficently


answered all potential questions here.

ALSO. make a back up copy of this file and in case you damaged the first
one, you can rely on the back up. You may make one more copy for
DEMO exercise, to help you understand better. This strategy works in all
markets at all time in every item - Stocks, bonds, commodities etc.

FURTHER, I do not give any guarantee for anything. This is what I have
done in past 20 years, with successful result. But I was the stock broker,
whereas you are an investor. It is possible your success rate may not be
as good as mine, and if you are smarter than me, then good luck to you
and share those strategy to others.

If you believe that this strategy is defective, you may voice your opinion
on the Comments, with reasons, so that other readers benefit from your
knowledge.
whereas you are an investor. It is possible your success rate may not be
as good as mine, and if you are smarter than me, then good luck to you
and share those strategy to others.

If you believe that this strategy is defective, you may voice your opinion
on the Comments, with reasons, so that other readers benefit from your
knowledge.
n Any Market Phase Rebalancing Strategy
nsolidation) 1. Select the stock you dislike to own
2. Mark them to sell. Do not buy more
ong Kong 3. Mark the stocks you do like
4. Decide the Qty, Target Px, and Stages
represent any stock in any country. A1, A2, A3 represent the stocks you may have 5. If you are losing by 1/2, 1/3, 1/4 or 1/5, mark them to bu
ock A sold at various stages. Do not extend the stage of buying or selling beyond 3. Do 2 times for 1/2, 3 times x 1/3 etc
buy or sale, the symbols used are IB or IS followed by stages - 1, 2 or 3. Dates are 6. Treat each transaction as separte deal
USE AVERAGE. Window panes are frozen for easy scroll 7. DO NOT CHANGE AUTO ENTRY. You will delete the formul

Gain/Loss Gain/Loss Watch


Mkt Price Actual Notional Buy More Target Stock for
Buy Cost or Enter Manual Losses are in Sell Sell Swap into (Your
Sale value Manually Entry Mkt Value RED Swap Choice)
AUTO Enter AUTO AUTO ENTER
ENTRY Here ENTRY ENTERY HERE ENTER HERE
75,000.00 25.00 25,000.00 50,000.00 Buy More ABC Ltd
100,000.00 25.00 25,000.00 75,000.00 Buy More ABC Ltd
0.00 0.00 0.00
81,000.00 61.00 61,000.00 20,000.00 Sell/Swap OPQ Ltd
35,500.00 61.00 30,500.00 5,000.00 Sell/Swap OPQ Ltd
0.00 0.00 0.00
200,000.00 360.00 180,000.00 20,000.00 Sell Raise Cash
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00
0.00 0.00
g Strategy
dislike to own
o not buy more
do like
et Px, and Stages
/2, 1/3, 1/4 or 1/5, mark them to buy in reverse order -
x 1/3 etc
n as separte deal
TO ENTRY. You will delete the formula.

Target Expected
Target Price (-) Cost/Sale
Quantity for Buy Priceeds Remark
ENTER ENTER AUTO
HERE HERE ENTERY Enter Here
3,000 25.00 75,000.00 sell this lot if it goes to 40
4,000 25.00 100,000.00 sell this lot if it goes to say 45
0.00
3,300 18.00 59,400.00 You are swapping into better stock, say
1,700 18.00 30,600.00 You are swapping into better stock, say
0.00
500 360.00 180,000.00 Your losses 10%, Raise cash, use elsewhere
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

Anda mungkin juga menyukai