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{"sheet":"ANALYSIS","index":0,"n_rows":27,"n_cols":14,"rows_kept":27,"cut":false,"hidden":false,"merged":[[0,3,0,8],[3,7,3,8],[2,1,2,3],[0,0,0,2],[3,0,3,4],[1,1,1,3],[1,5,3,5],[1,6,3,6],[13,31,13,32],[13,17,13,18],[13,19,13,20],[13,21,13,22],[13,23,13,24],[13,25,13,26],[13,27,13,28],[13,29,13,30],[49,0,49,3],[34,4,34,5],[38,0,38,6],[39,0,39,6],[36,0,36,6],[46,0,46,1],[40,0,40,6],[37,0,37,6],[45,0,45,1],[4,0,7,1],[10,4,10,8],[15,4,15,8],[19,8,19,9],[34,7,34,8],[32,2,32,3],[23,1,23,3],[26,0,26,6],[25,0,25,6],[8,2,8,3],[7,2,7,3],[6,2,6,6],[5,3,5,4]]}
["I. Gotbucks",null,null,"CURRENT PORTFOLIO REPORT -- ANNUALIZED",null,null,null,null,null,null,null,null,null,"version 3.13"]
["2021-12-31","December 31 of previous year",null,null,null,"Previous year end close","Current Close"]
["2022-01-31","Month end date from recent Broker Statement",null,null,null,null,null,null,null,null,null,null,null,"CAUTION:  "]
["ENTER NOTHING IN WHITE OR GREEN CELLS",null,null,null,null,null,null,"Percent Change",null,null,null,null,null,"Enter nothing in "]
["CAUTION:  It is possible to erase vital formulas.  If strange behavior or error messages are seen download a new spreadsheet. ",null,"DJI",null,"DOW JONES  ETF >>>",36338,35132,{"$f":"G5/F5-1","v":-3.3188397820463456E-2},"YTD",null,null,null,null,"White or Green cells"]
[null,null,"SPY","S&P 500 ETF >>>",null,473.49,448.52,{"$f":"G6/F6-1","v":-5.2736066231599432E-2},"YTD",null,null,null,null,"They may contain formulas"]
[null,null,"PORTFOLIO ANNUALIZED RETURN FOR THIS PERIOD",null,null,null,null,{"$f":"XIRR(M11:M24,A11:A24)","v":1.0906395316123963E-2},"YTD"]
[null,null,"End of prior year balance",null,10088]
[null,null,"Ending Balance this month",null,11207]
["Month","Paid In","Withdrawal","Balance"]
[{"$f":"A2","v":"2021-12-31"},null,null,{"$f":"E8","v":10088},{"$f":"IF(H7>L25,\"Super - You outperformed the market average\",\"Bummer - You underperformed the market average\")","v":"Super - You outperformed the market average"},null,null,null,null,null,null,null,{"$f":"E8/-1","v":-10088}]
[{"$f":"EDATE(A2,1)","v":"2022-01-31"},1000,null,{"$f":"B12-C12","v":1000},null,null,null,null,null,null,{"$f":"B12/-1","v":-1000},{"$f":"C12/-1","v":0},{"$f":"K12-L12","v":-1000}]
[{"$f":"EDATE(A12,1)","v":"2022-02-28"},null,null,{"$f":"B13-C13","v":0},null,null,null,null,null,null,0,0,{"$f":"K13-L13","v":0}]
["2022-03-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-04-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-05-28",null,null,0,{"$f":"IF(F17<0.1,\"Good, Paid In and Withdrawal balance is less than 10% of Total Value\", \"Oops, Paid In and Withdrawal balance is greater than 10% of Total Value\")","v":"Good, Paid In and Withdrawal balance is less than 10% of Total Value"},null,null,null,null,null,0,0,0]
["2022-06-28",null,null,0,{"$f":"SUM(B12:B23)-SUM(C12:C23)","v":1000},{"$f":"E17/E8","v":9.9127676447264071E-2},null,null,null,null,0,0,0]
["2022-07-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-08-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-09-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-10-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-11-28",null,null,0,null,null,null,null,null,null,0,0,0]
["2022-12-28",null,null,0,null,null,null,null,null,null,0,0,0]
[{"$f":"EDATE(A23,0)","v":"2022-12-28"},"CAUTION Enter data only in the yellow cells",null,null,null,null,null,null,null,null,null,null,{"$f":"E9","v":11207}]
[null,null,null,null,null,null,null,null,null,null,"Index average",{"$f":"AVERAGE(H5:H6)","v":-4.2962232026031444E-2}]
[{"$f":"IF(J21<0.2,\"The accuracy in comparing the market average to your return is considered to be reasonably accurate if the amount paid in during the analysis period is less than 10% in comparison to the total value.\",\"The accuracy in comparing the market average to your return is questionable because the amount paid in is large in comparison to the portfolio Starting Balance value.  The accuracy of this test will improve as the portfolio value becomes larger.\")","v":"The accuracy in comparing the market average to your return is considered to be reasonably accurate if the amount paid in during the analysis period is less than 10% in comparison to the total value."}]
["This spreadsheet is not \"Protected\".  Formulas can be changed or deleted inadvertently.   Also there are hidden data.  If you observe strange behavior, close the spreadsheet without saving and open a new copy."]

{"sheet":"INSTRUCTIONS","index":1,"n_rows":20,"n_cols":1,"rows_kept":20,"cut":false,"hidden":false,"merged":[]}
[]
[]
["Enter the name of your portfolio "]
["THE FOLLOWING DATA IS TAKEN FROM YOUR BROKER'S STATEMENT"]
["Enter December 31,XX of the prior year being analyzed"]
["Enter the closing date shown on the broker statement used for this months analysis"]
["Click on the link to get DJIA and S&P 500 value at end of the current period for Total Value.  "]
["Enter the balance at the end of the prior year."]
["Enter the balance at the end of the current year, or the balance at the end of each month if you want to see how you're doing each month."]
["Enter any amounts paid into or withdrawn from the account each month.  "]
[]
[]
[]
[]
["TO REMOVE OLD DATA:  Select data in yellow cells and press the Delete key."]
[]
[]
[]
[]
["Click here to return to Analysis page"]

{"sheet":"Closing price Instructions","index":2,"n_rows":6,"n_cols":2,"rows_kept":6,"cut":false,"hidden":false,"merged":[[0,1,0,11],[2,1,2,9],[4,1,4,9],[5,1,5,9]]}
[null,"When on the StockCharts.com site, follow the two steps below.  The example shown is the closing price of 290.31 for August 31 2018.  (Notice where the two gray lines cross.  That's where the cursor is located.)  "]
[]
[null,"1.  Click on the \"Inspect\" box to put a check mark in the box."]
[null,"2.   Move the cursor over the display of values to find the period ending date."]
[null,"3.  A box will appear which contains several prices for that date.  "]
[null,"      Use the Closing Price, identified as \"C\" in the box, on the Analysis sheet."]