Below you can find instructions for the sortable $25 master list (baby bonds and preferreds stocks)–finally after months of being too busy to get this updated I have all but a few issues now included–I hope to get the last few added within a week.
If you already ‘know the ropes’ on this spreadsheet you can go right to the spreadsheet here.
Version 1—12/16/2019
Version 2 —2/15/2020
Version 3—3/4/2020
Version 4–7/29/2020
NOTE THAT NEW VERSIONS HAVE CALLED ISSUES REMOVED AND NEW ISSUES ADDED
UNTIL THE NEXT VERSION IS RELEASED (60-90 DAYS) NEW ISSUES ARE NOT ADDED UNLESS YOU DO IT ON THE COPY YOU MAKE
Please NOTE that this will not work with EXCEL only Google Sheets.
- You need a Google Account to use this sheet correctly. Go here to set up an account if you do not have one. While an account gives you gmail and other apps it importantly gives you an account for accessing and using Google Sheets.
- After creating an account with Google make sure you are signed in.
- Go the the sortable spreadsheet which you can find here.
- Once you open the spreadsheet as long as you are logged into your Google account the spreadsheet will automatically be in your spreadsheet list.
- You will see that when you open the spreadsheet it will say ‘view only’.
- Make a copy of the sheet for yourself–go to File, Make a Copy then give it the name you want.
- You will now be able to use own copy to sort etc.
Note that there are 3 sheets to the spreadsheet–I have hidden 2 which are not needed by you unless you wish to make changes. The tab you need is labeled “Filter”.
Unless you are very well versed in Google Sheets I would suggest not modifying the other 2 pages–BUT if you are like me and just can’t help yourself you can always come back here if you ‘break’ the sheet.
I am new to your site. My neighbor recommended.
I love the spreadsheet. I followed the instructions. I will be making a few mods to my copy.
I am (just) curious.
1) Filter on Price. I don’t want to purchase any $25 par Preferred over a certain market price.
2) I will include a couple other Filters on columns. I am curious why you could not use Column Filters. I imagine there is a very good reason related to the read-only protection. I did try to Filter Alpha but that was ignored by Lists and Filter Alpha.
3) Do you have a suggestion on how to get the data refreshed with any automatic updates (from original). I believe my copy will not automatically refresh. I will probably create a Trigger and do it manually.
Thanks again.
Hi Bill – are you using it with Google Sheets? If so it will update automatically. By making your copy you will not get any changes I make–i.e. new issues.
I will look at some different filters, but I actually paid someone to build the sheet (a contractor on UpworK) so my personal knowledge beyond the very basics is limited.
1) Preferreds at or slightly over par can be some of the best bargains. they are pinned to par suppressed because of call risk so they have higher dividends and less downside. I’ve been buying them when selling lower priced issues after taking the overbought profit.