Make sure you have control

Two of our documents are particularly important to us when planning our share purchases. The most important spreadsheet is the list of companies that we currently have ambition to own.

In order not to get too high or low in a company, I compile the number of shares owned in each securities deposit in this document. I have coded the spreadsheet so that it retrieves the current stock price, dollar exchange rate and future dividends.

This document forms the basis for the second document, which, as of next year, hopefully, will show once we have achieved our goal.