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HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 6th, 2024, 5:40 pm
by IanTHughes
The latest update for this “virtual” HYP constructed by myself, as recorded on this thread: viewtopic.php?f=15&t=37063

Has been posted here: viewtopic.php?f=15&t=43323

Further details of how updates are to be made to this portfolio can be found on this thread: viewtopic.php?f=15&t=37062

Comments are of course welcome although it would be appreciated if they were confined to this thread, leaving the main thread to simply record all actions taken and the progress of the portfolio.

Enjoy!


Ian

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 6th, 2024, 10:31 pm
by Femi
Hi Ian - thanks for the post. I wondered if there is a spreadsheet you use to create the tables (particularly the first table) in your update and is it available anywhere? Thanks

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 7th, 2024, 9:15 am
by csearle
I admire your commitment to this Ian and your presentation. C.

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 7th, 2024, 10:03 am
by monabri
Femi wrote:Hi Ian - thanks for the post. I wondered if there is a spreadsheet you use to create the tables (particularly the first table) in your update and is it available anywhere? Thanks


The data was probably collated in a spreadsheet and then formatted using the TLF table formatting tool.

https://lemonfoolfinancialsoftware.weeb ... ormat.html

There are 3 presentation options....see the link for more information and "user guide"

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 7th, 2024, 12:58 pm
by 88V8
csearle wrote:I admire your commitment to this Ian and your presentation. C.

The sustained effort required is a perfect illustration of why so few people post their portfolios on here.
Including me.

V8

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 7th, 2024, 6:20 pm
by IanTHughes
Femi wrote:Hi Ian - thanks for the post. I wondered if there is a spreadsheet you use to create the tables (particularly the first table) in your update and is it available anywhere? Thanks

Sorry, the spreadsheet is of my own design and I must confess, not very well designed. Rather it has all been built up piece by piece rather ad hoc. It also must have a connection to my own Share Datasbase spreadsheet, wherein Price and Dividend history is maintained for a couple of hundred shares and Investment Trusts. Another spreadsheet monster! The instructions as to how to operate the whole thing are in my head, and not easily explained.

I do keep meaning to properly design and document a streamlined version, but it will be quite a task!

Enjoy!


Ian

Re: HYP 2023 DRAWDOWN: Year Two - Commentary

Posted: May 12th, 2024, 2:39 pm
by Femi
IanTHughes wrote:Sorry, the spreadsheet is of my own design and I must confess, not very well designed. Rather it has all been built up piece by piece rather ad hoc. It also must have a connection to my own Share Datasbase spreadsheet, wherein Price and Dividend history is maintained for a couple of hundred shares and Investment Trusts. Another spreadsheet monster! The instructions as to how to operate the whole thing are in my head, and not easily explained.
I do keep meaning to properly design and document a streamlined version, but it will be quite a task!
Enjoy!
Ian


OK thanks - I may try and do the same myself if it is ok with you for me to take the general design as a model for the output?