Wednesday, March 11, 2015

Portfolio Treemap 3/11/2015

For fun I decided to plot a treemap in Google docs to see what my portfolio looks like in terms of company allocation. I always have a pie chart available in my spreadsheet but a treemap just looks much more interesting.
I really would like to expand my REIT and utility holdings but right now is not a good time to buy in my opinion due to the coming interest rate hike.

2 comments:

  1. That's a nice visual of your stock portfolio! How did you do that in Google Docs? I just made a spreadsheet of my stock holdings and I think this is a different way of looking at your holdings.

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  2. Hopefully this page helps explain how to do one better: https://support.google.com/docs/answer/1409806?hl=en

    Or google "Google Docs Treemap"

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