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Looking for help to find the sum of stock based on category, and also the assocaited return

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calof1
Contributor

Hi,

 

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.

 

Can someone please assist.

 

Kind regards,

2 Replies

@calof1 

Hi,

I opened your file but it has lots of broken links (referring to other files) so can't figure out what you need to do.

Thanks

Nabil Mourad

Hi@nabilmourad 

 

Thank you for the message.

 

I have reattached the spreadsheet.

 

Please let me know if you have any further queries.

 

Many thanks,

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