Spreadsheet: 737370d1624374748-calculate-portfolio-overlap-example-book
Sheet: Sheet1

Portfolio | Stock | ALLOCATION (%) |  |  |  |  | Ending Portfolio
A | AAA | 25 |  |  |  | Starting Portfolio |  | A | B | C
A | BBB | 25 |  |  |  |  | A
A | CCC | 25 |  |  |  |  | B |  | 0
A | DDD | 25 |  |  |  |  | C |  |  | 0
B | AAA | 50 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | if they match take the minimum
B | BBB | 10
B | EEE | 10 |  |  |  |  | Ending Portfolio
B | FFF | 10
B | GGG | 10 |  |  |  | Starting Portfolio | A:A |  |  |  |  |  |  |  |  | A:B |  |  |  |  |  |  |  |  | A:C
B | HHH | 10 |  |  |  |  |  |  |  |  |  |  |  |  |  | A | AAA | 25 | B | AAA | 50 |  |  |  | A | AAA | 25 | C | AAA | 50
C | AAA | 50 |  |  |  |  |  |  |  |  |  |  |  |  |  | A | BBB | 25 | B | BBB | 10 |  |  |  | A | BBB | 25 | C | BBB | 0
C | CCC | 25 |  |  |  |  |  |  |  |  |  |  |  |  |  | A | CCC | 25 | B | CCC | 0 |  |  |  | A | CCC | 25 | C | CCC | 25
C | GGG | 15 |  |  |  |  |  |  |  |  |  |  |  |  |  | A | DDD | 25 | B | DDD | 0 |  |  |  | A | DDD | 25 | C | DDD | 0
C | HHH | 10 |  |  |  |  |  |  |  |  |  |  |  |  |  | A | EEE | 0 | B | EEE | 10 |  |  |  | A | EEE | 0 | C | EEE | 0
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | A | FFF | 0 | B | FFF | 10 |  |  |  | A | FFF | 0 | C | FFF | 0
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | A | GGG | 0 | B | GGG | 10 |  |  |  | A | GGG | 0 | C | GGG | 15
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | A | HHH | 0 | B | HHH | 10 |  |  |  | A | HHH | 0 | C | HHH | 10
 |  |  |  |  |  |  | B:A |  |  |  |  |  |  |  |  | B:B |  |  |  |  |  |  |  |  | B:C
 |  |  |  |  |  |  | B | AAA |  | A | AAA |  |  |  |  |  |  |  |  |  |  |  |  |  | B | AAA | 50 | C | AAA | 50
 |  |  |  |  |  |  | B | BBB |  | A | BBB |  |  |  |  |  |  |  |  |  |  |  |  |  | B | BBB | 10 | C | BBB | 0
 |  |  |  |  |  |  | B | CCC |  | A | CCC |  |  |  |  |  |  |  |  |  |  |  |  |  | B | CCC | 0 | C | CCC | 25
 |  |  |  |  |  |  | B | DDD |  | A | DDD |  |  |  |  |  |  |  |  |  |  |  |  |  | B | DDD | 0 | C | DDD | 0
 |  |  |  |  |  |  | B | EEE |  | A | EEE |  |  |  |  |  |  |  |  |  |  |  |  |  | B | EEE | 10 | C | EEE | 0
 |  |  |  |  |  |  | B | FFF |  | A | FFF |  |  |  |  |  |  |  |  |  |  |  |  |  | B | FFF | 10 | C | FFF | 0
 |  |  |  |  |  |  | B | GGG |  | A | GGG |  |  |  |  |  |  |  |  |  |  |  |  |  | B | GGG | 10 | C | GGG | 15
 |  |  |  |  |  |  | B | HHH |  | A | HHH |  |  |  |  |  |  |  |  |  |  |  |  |  | B | HHH | 10 | C | HHH | 10
 |  |  |  |  |  |  | C:A |  |  |  |  |  |  |  |  | C:B |  |  |  |  |  |  |  |  | C:C
 |  |  |  |  |  |  | C | AAA |  | A | AAA |  |  |  |  | C | AAA | 50 | B | AAA | 50
 |  |  |  |  |  |  | C | BBB |  | A | BBB |  |  |  |  | C | BBB | 0 | B | BBB | 10
 |  |  |  |  |  |  | C | CCC |  | A | CCC |  |  |  |  | C | CCC | 25 | B | CCC | 0
 |  |  |  |  |  |  | C | DDD |  | A | DDD |  |  |  |  | C | DDD | 0 | B | DDD | 0
 |  |  |  |  |  |  | C | EEE |  | A | EEE |  |  |  |  | C | EEE | 0 | B | EEE | 10
 |  |  |  |  |  |  | C | FFF |  | A | FFF |  |  |  |  | C | FFF | 0 | B | FFF | 10
 |  |  |  |  |  |  | C | GGG |  | A | GGG |  |  |  |  | C | GGG | 15 | B | GGG | 10
 |  |  |  |  |  |  | C | HHH |  | A | HHH |  |  |  |  | C | HHH | 10 | B | HHH | 10