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MS Office Forum / Excel / Worksheet Functions / March 2008

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how to limit the Weight of any weight distribution

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Flawlesgem - 07 Mar 2008 06:41 GMT
I am reposting my question in this forum, as i didnt get any reply from
anyone for my post couple of days back, i dont know wats the reason;

I have to limit the weightage of value not more than 15%, this would be used
as benchmark weight, a

sample data is bleow;

Co.    No. of     Price    Amount    Weightage    Required Weightage
    Shares                    (APPROX vALUES)

A    1000    10    10000    10.25%            11.95%
B    800    12    9600    9.84%            11.47%
C    1200    14    16800    17.21%            15%
D    1100    16    17600    18.03%            15%
E    500    18    9000    9.22%            10.75%
F    300    20    6000    6.15%            7.17%
G    700    22    15400    15.78%            15%
H    550    24    13200    13.52%            15%

        Total    97600

I need to limit the weightage upto 15% and excess would be divided among
other which are less than

15%, and if summation of orignal weightage and excess weightage from any
other co. wieghts would also

not be more than 15%, if it would be than excess of that co. weight should
also be distributed among

others. Price change is on daily basis.

In simple words as PIE chart work, if the erase any value within the range
the rest of the pie get

adjusted autometically.

Help requested
Bernd P - 07 Mar 2008 11:22 GMT
Hello,

I suggest to look here:
http://www.sulprobil.com/html/budgeting.html
and
http://www.sulprobil.com/html/rebalance_portfolio.html
and to adjust accordingly.

Regards,
Bernd
 
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