Sunday, February 25, 2024

Rule #1 Investing Spreadsheet / Calculator Resurrected! Version 1.5

It took almost 10 years for me to update the Rule # 1 Investing spreadsheet/calculator (and to write a post on here).  I doubt any of you reading this have ever followed this welcome!  Take a quick peek at my first post to give you an idea of what this blog is about.

Let's not belabour the origin of this blog; you're here for the Rule # Investing spreadsheet.  I had neglected the sheet for quite some time, because to be honest, I had grown beyond the methodologies of Rule # 1.  Don't get me wrong; I absolutely have Phil Town to thank for my tremendous success in investing (maybe that will be the focus of another post), especially in the last 5 years.  Rule #1 was a great start for me as a beginner.  As I matured in my investing journey, I've picked up other lessons as well and have relied less on the structure of Rule #1.

That said, the next phase of my investing journey is going to focus more on coaching, since my oldest is now 14 years old and, to my great joy, have expressed an interest in investing her own money.  This is why I have now updated the Rule # 1 spreadsheet so that she and all of you can benefit from it.

I hope this will be useful to you!  Leave a comment!

Tuesday, October 7, 2014

Rule #1 Investing Spreadsheet / Calculator Version 1.4.2

Update: There is a new version of this sheet.  Find it here!

Thanks for a number of readers for informing me of the significant changes that was made at MSN Money (the source of much of the stock data on the previous version of my Rule #1 Investing Spreadsheet).  10-year data is no longer available there.  As a result, I had to quickly scramble to find another source.  What I found was and the 10-year data that it has is pretty amazing.  Therefore, I was able to revive my spreadsheet fairly quickly.

If you only use the first few tabs of the spreadsheet, you will see very little changes.  The only real change is that Canadian stocks are no longer supported (boo hoo...).  I suspect it would impact a small portion of us Canadians, but I'm mainly invested in US stocks anyway...

Anyway, you can find the new version here: .  As usual, to be able to use the sheet, you'd need to click on File > Make a Copy to create a copy for yourself.  You will need a Google account for this.  Cheers!

For reference, read my last post on the spreadsheet.

Wednesday, July 30, 2014

Rule #1 Investing Spreadsheet Version 1.4.1

Update October 7, 2014: Spreadsheet has been updated.  See

Hello Readers!  If you've been following me previously, then I must thank you for your loyalty, because my last personal post was written more than 2 years ago!  It's funny how priorities change very quickly in life.  Well, the word "idle" definitely doesn't describe my life over the past 2 years!  Anyhow, I'm glad I actually got around to writing this!

And if it's your first time to this blog, please take a look at all of my older posts...the last 2 years have proven that my wisdom, albeit finite, is not so bad after all.  Do click around and if you like what you see, please subscribe and/or follow (see navigation bar on right)!

Sorry, back on topic.  Although I paused blogging for a while, I definitely haven't stopped investing.  I've also made some tweaks to my Rule #1 Investing spreadsheet.  I give you Version 1.4.1:  In order to use this sheet, you will need a Google account.  Once you're logged in to Google, click on File > Make a Copy and you're good to go.  You now have a copy of the spreadsheet in your Google Drive.  Feel free to make any modifications as you see fit.

Just a quick note of how to work the sheet.  In the "Stock" tab, you will see a "User Inputs" section on the left.  This is the only place where you should be typing in stuff.  Leave everything else alone if you just want to use the sheet as is.  Type in the symbol, select the country, type in any overriding inputs (e.g. estimated growth, etc.).  As soon as you type something, the sheet will automatically update.  It shouldn't take any more than a couple of seconds.

As a final note, I've been using the Fischer valuation model quite a bit and I like it over the Rule #1 model.  You can read all about it here:

Have fun investing!  And write me a comment if you get a chance!