The below video presents a model I use to analyze the allocation stock portfolios. The model reports a portfolio's allocation across different company classifications (risk, sector, and industry), identifies the weight of each position, and compares this data to target allocations.
Take a tour of my Asset Allocation Model! That's right, in one spreadsheet I can analyze the allocation of a stock portfolio across not one, not two, but three different classifications: 1. Asset Classification - Cash, Stocks (four different classes), and Bonds, 2. Sector 3.
Since posting the video on YouTube the video has been viewed over 600 and I have shared the model upon request. The video is long and a bit rough; I only used free software to record, edit, and publish it.To request a copy of the model please email me. Data for this model are from Morningstar, Google Finance, and the Motley Fool.