I have data for a series of shares which will change depending on the fund. I have listed them as domestic shares, real estate, bonds etc. I am hoping to find a formula that will update the % of the portfolio that is in each class.
I am also aiming to show the relevant benchmark return for each class, based on each asset. For example BHP is domestic shares, so show the benchmark return for domestic shares next to it.
I have uploaded an example with the questions and desired answers.