If one has a holding of stockas indicated by the chart we have used earlier, what else would one want to know or do with the information.
One of the things I may want to know is how the composition of my portfolio has changed over the priod tracked, i.e. I had allocated a certain percentge of my investments to each of the three shares on 1st January, 2011, based on my risk perception and judgment. Do the values of the three shares held reflect an altere situaion n 1st January, 2012?
How do we do that ?
Before we create a Chart, let us update the data table to reflect the value of holdings.
For this, let us assume that we hold 100 shares of each of the three companies.
The data table, then, will look like :
What are the options now ?
Let us try a Stacked Bar Chart.
It might look like :
Oops! Looks like we selected the entire set of data. The purple bar showing totals is also appearing on the Chart.
Do we need it ?
Probably no, because we are trying to establish the proportion of value of holdings between the three shares. The total is only a derivative.
Taking the total column out, the Chart now looks like :
Does this reflect the composition of valuen of holdings over the tracked period ?
I will say it does.
Is there a better way of showing this movement ?
I will say there is.
What is that better way ?
One of the things I may want to know is how the composition of my portfolio has changed over the priod tracked, i.e. I had allocated a certain percentge of my investments to each of the three shares on 1st January, 2011, based on my risk perception and judgment. Do the values of the three shares held reflect an altere situaion n 1st January, 2012?
How do we do that ?
Before we create a Chart, let us update the data table to reflect the value of holdings.
For this, let us assume that we hold 100 shares of each of the three companies.
The data table, then, will look like :
| Date | Tata Motors | Unitech | ITC | Total |
| 01-Jan-11 | 6000 | 7600 | 19000 | 32600 |
| 01-Feb-11 | 7000 | 7000 | 20000 | 34000 |
| 01-Mar-11 | 8000 | 6500 | 20200 | 34700 |
| 01-Apr-11 | 9000 | 6500 | 20200 | 35700 |
| 01-May-11 | 12000 | 5600 | 19000 | 36600 |
| 01-Jun-11 | 11000 | 4100 | 17600 | 32700 |
| 01-Jul-11 | 15000 | 3200 | 17600 | 35800 |
| 01-Aug-11 | 17000 | 1900 | 18000 | 36900 |
| 01-Sep-11 | 20000 | 1800 | 19900 | 41700 |
| 01-Oct-11 | 20000 | 2000 | 21000 | 43000 |
| 01-Nov-11 | 20000 | 2500 | 22000 | 44500 |
| 01-Dec-11 | 23000 | 3200 | 23000 | 49200 |
What are the options now ?
Let us try a Stacked Bar Chart.
It might look like :
Oops! Looks like we selected the entire set of data. The purple bar showing totals is also appearing on the Chart.
Do we need it ?
Probably no, because we are trying to establish the proportion of value of holdings between the three shares. The total is only a derivative.
Taking the total column out, the Chart now looks like :
Does this reflect the composition of valuen of holdings over the tracked period ?
I will say it does.
Is there a better way of showing this movement ?
I will say there is.
What is that better way ?
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