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michaelh's avatar
michaelh
Frequent Visitor
3 years ago
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Invesment Allocation Vs. Target Matrix

Hello All!
I am attempting to create a matrix that will show and compare current investment allocation and the target allocation. I don't feel like this should be too difficult but I am struggling with getting the target to sum up correctly on each level of the matrix. Any help would be appreciated. Here is an example of what I would like it to look like:

Here are some example data sets:

 



Please let me know if you have any questions or if I can provide anything further.

 

Thank you, 

Mike

 

5 Replies

  • Hi,

    Share the tables in a format that can be pasted in an MS Excel file.  Sharing pictures is just useless.

    • michaelh's avatar
      michaelh
      Frequent Visitor

      Hi Ashish,

      Sorry about that!

       

      Sub CategoryTarget Allocation
      Money Market10%
      Large Cap25%
      Small Cap25%
      Corporate20%
      Municipal20%

       

       

      Security NameAmountCategorySub Category
      Money Market100CashMoney Market
      Stock A100StockLarge Cap
      Stock B200StockLarge Cap
      Stock C300StockSmall Cap
      Bond A100BondsMunicipal
      Bond B200BondsMunicipal 
      Bond C300Bonds

      Corporate

       

      CategoryTarget Allocation
      Cash10%
      Stock50%
      Bonds40%