Rebalance portfolio

Hammerjoe

Board Regular
Joined
Feb 4, 2012
Messages
76
I need ideas/suggestions on how I could calculate how to recalculate a portfolio with a minimum purchase amount requirement.

I have this portfolio:

Cell Formulas
RangeFormula
D2:G13,A15,D15:G15D2=E2/$E$15



I wanted to rebalance it then it would be fairly straightforward by simply calculating in in Column F '=$E$15*A2'.
My issue is that there is a minimum difference requirement of 0.001 so because of that rows 4,6,11,12,13 are not acceptable.

How could I recalculate the Ideal Values for each row to respect the Target % considering the minimum difference requirement to be at least 0.001 for all rows?
I cant figure out how to do this.
If its possible I would prefer it in formulas but VBA is fine too.
Thanks
 

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