When to Sell
This tool requires the use of Toolkit 4-6. There are many helps in deciding what to buy, but few on when to sell. This tool is designed to help overcome that deficiency. Before you get too excited, there is nothing really new or "out of the box" in this tool--it simply puts the information collected on various analysis forms--SSG, PERT, PMG, etc.--into a highly visible format, and does it automatically for your entire portfolio. Type into the form the ticker symbols of each company in the portfolio, click the update links and any problems will be visible and flagged.
I have taken advantage of all relevant "sell" data available in the Toolkit database. Unfortunately some data aren't available that might impact the sell decision, but those data could be considered minor items.
The file is fairly large (2.2 M) so be patient when downloading it. Be sure to "Save" it to your computer. Download the file designed for the version of Excel you have on your computer. version 1.55 updated 2-22-10 If you experience a problem with this spreadsheet, please email me by clicking on the Email Bob tab at the left.
SAVE the form to your computer
My thanks to Jim Thomas for allowing the use of macros he created to retrieve data from the Toolkit database