{"id":212418,"date":"2024-07-17T02:53:30","date_gmt":"2024-07-17T06:53:30","guid":{"rendered":"https:\/\/thebluecollarinvestor.com\/minimembership\/?page_id=212418"},"modified":"2024-07-17T03:42:03","modified_gmt":"2024-07-17T07:42:03","slug":"portfolio-setup-results-spreadsheets","status":"publish","type":"page","link":"https:\/\/thebluecollarinvestor.com\/minimembership\/portfolio-setup-results-spreadsheets\/","title":{"rendered":"Portfolio Setup &#038; Results Spreadsheets"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; border_width_bottom=&#8221;1px&#8221; global_colors_info=&#8221;{}&#8221; border_color_bottom__hover_enabled=&#8221;off|desktop&#8221;][et_pb_row _builder_version=&#8221;4.25.1&#8243; border_width_bottom=&#8221;1px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|700||on|||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;30px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]Portfolio Setup &#038; Results Spreadsheets[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|300||on|||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;30px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]2 spreadsheets in 1 master spreadsheet[\/et_pb_text][et_pb_video src=&#8221;https:\/\/youtu.be\/5uE3-dL-9dc&#8221; image_src=&#8221;\/\/i.ytimg.com\/vi\/5uE3-dL-9dc\/hqdefault.jpg&#8221; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; width=&#8221;80%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|700||on|||||&#8221; text_font_size=&#8221;25px&#8221; text_orientation=&#8221;center&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/thebluecollarinvestor.com\/minimembership\/register\/portfolio-setup-results-spreadsheets-calculator\/\">BUY NOW $189<\/a><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><b>NOTE: This product is included in all 3 CEO Packages.<\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|600||on|||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;33px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Portfolio Setup Spreadsheet<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.1&#8243; background_color=&#8221;#ededed&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width=&#8221;90%&#8221; max_width=&#8221;2560px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;56px|15px|56px|15px|true|true&#8221; border_width_bottom=&#8221;1px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Top section<\/strong><\/span><\/p>\n<ul>\n<li>\u00a0Enter contract month, year and expiration date<\/li>\n<li>\u00a0Enter cash available and # securities to be included in the<br \/>portfolio<\/li>\n<li>\u00a0Spreadsheet calculates the # of days to expiration<\/li>\n<li>\u00a0Spreadsheet calculates a target cash reserve for potential<br \/>exit strategy executions<\/li>\n<li>\u00a0Includes an instruction section<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Expiry-Date.png\" width=\"936\" height=\"318\" alt=\"\" class=\"wp-image-212424 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Expiry-Date.png 936w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Expiry-Date-480x163.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 936px, 100vw\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong><span style=\"text-decoration: underline;\">Bottom left section: Initial Setup<\/span><\/strong><\/p>\n<ul>\n<li><span><\/span>Enter the stock or ETF symbol into the blue cells<\/li>\n<li><span><\/span>The spreadsheet calculates a cash allocation per position stat<\/li>\n<li><span><\/span>The spreadsheet calculates the # of shares that can be purchased based on cash allocation and rounds that figure up or down<\/li>\n<li><span><\/span>Based on the rounding figure, the spreadsheet shows the # of contracts that can be sold<\/li>\n<li><span><\/span>Scrolling to the bottom left, we see the total cost of the shares and cash reserve (if any)<\/li>\n<li><span><\/span>If the initial setup does not align with our investment cash available and\/or the cash reserve guidelines, we move to the bottom right section<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-1.png\" width=\"979\" height=\"304\" alt=\"\" class=\"wp-image-212425 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-1.png 979w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-1-480x149.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 979px, 100vw\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.25.1&#8243; background_color=&#8221;#ededed&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width=&#8221;90%&#8221; max_width=&#8221;2560px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;48px|15px|48px|15px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Bottom right section: Final Setup<\/strong><\/span><\/p>\n<ul>\n<li>If needed, allows the user to manually adjust the # of shares<br \/>purchased to align with the cash available and cash reserve<br \/>guidelines<\/li>\n<li>Scrolling to the bottom right, we see the adjusted total to be<br \/>spent and the updated cash reserve<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Allocation.png\" width=\"1096\" height=\"303\" alt=\"\" class=\"wp-image-212427 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Allocation.png 1096w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Allocation-980x271.png 980w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Allocation-480x133.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1096px, 100vw\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-3.png\" width=\"668\" height=\"180\" alt=\"\" class=\"wp-image-212428 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-3.png 668w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-3-480x129.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 668px, 100vw\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><b>Portfolio Results Spreadsheet<\/b><\/p>\n<p><span style=\"text-decoration: underline;\"><strong><i>Top section<\/i><\/strong><\/span><\/p>\n<ul>\n<li><span><\/span>Enter start date, S&amp;P at start and initial cash investment<\/li>\n<li><span><\/span>Includes an instruction section<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline;\"><strong><i>Bottom section<\/i><\/strong><\/span><\/p>\n<ul>\n<li><span><\/span>Enter into blue cells the results date, value of the S&amp;P 500 and value of the portfolio<\/li>\n<li><span><\/span>Spreadsheet calculates the monthly % change in the S&amp;P 500<\/li>\n<li><span><\/span>Spreadsheet calculates the monthly % change in the user\u2019s portfolio<\/li>\n<li><span><\/span>Spreadsheet calculates the performance difference between the user\u2019s portfolio and the S&amp;P 500<\/li>\n<li><span><\/span>Comments section<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-4.png\" width=\"1445\" height=\"678\" alt=\"\" class=\"wp-image-212430 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-4.png 1445w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-4-1280x601.png 1280w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-4-980x460.png 980w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-4-480x225.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1445px, 100vw\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;22px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><b>How to Access Each Spreadsheet<\/b><\/p>\n<ul>\n<li><span><\/span>Scroll to the bottom of the master spreadsheet<\/li>\n<li>Click on the tab of the desired spreadsheet<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-5.png\" width=\"928\" height=\"230\" alt=\"\" class=\"wp-image-212431 alignnone size-full\" srcset=\"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-5.png 928w, https:\/\/thebluecollarinvestor.com\/minimembership\/wp-content\/uploads\/2024\/07\/Pasted-Graphic-5-480x119.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 928px, 100vw\" \/><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;66px||66px||true|&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|700||on|||||&#8221; text_font_size=&#8221;25px&#8221; text_orientation=&#8221;center&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/thebluecollarinvestor.com\/minimembership\/register\/portfolio-setup-results-spreadsheets-calculator\/\">BUY NOW $189<\/a><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;|||on|||||&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><b>NOTE: This product is included in all 3 CEO Packages.<\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio Setup &#038; Results Spreadsheets2 spreadsheets in 1 master spreadsheetBUY NOW $189NOTE: This product is included in all 3 CEO Packages.Portfolio Setup SpreadsheetTop section \u00a0Enter contract month, year and expiration date \u00a0Enter cash available and # securities to be included in theportfolio \u00a0Spreadsheet calculates the # of days to expiration \u00a0Spreadsheet calculates a target cash [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-212418","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/pages\/212418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/comments?post=212418"}],"version-history":[{"count":0,"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/pages\/212418\/revisions"}],"wp:attachment":[{"href":"https:\/\/thebluecollarinvestor.com\/minimembership\/wp-json\/wp\/v2\/media?parent=212418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}