Help with a formula suggestion please - balance portfolio

[19thelakes82]

Hello folks,

I hope you are all well.

I need help with a formula please?

So i have two values that equal 100%

Each value should only be 50% of the value of 100%

For example i have two investments

01/10 - A - £50 - B - £50 - Total Invested £100 Is the value of A greater than 50% the value of total invested? No Is the value of B greater than 50% the value of total invested? No
02/10 - A - £70 - B - £40 - Total invested £100 Is the value of A greater than 50% the value of total invested? Yes Is the value of B greater than 50% the value of total invested? No

I hope i have explained it clearly. Just trying to monitor and prepare a balanced portfolio. One investment shouldn't be greater than 50% of the portfolio

Please help

[Pepe Le Mokko]

Administrative note

Welcome to the forum

in your haste to solve your problem, you probably missed the yellow banner advising how to get answers faster by posting a sheet ?

Please take a moment to read it and attach a sheet accordingly.

Thanks you for helping us help you

[19thelakes82]

Thanks for your comment

Please can you help?

I am not sure on how to prepare a sheet and display what i need - hence explained in words.

[JeteMc]

The attached file is based on my understanding of the information in post #1.
The formula used is: =IF(B2/SUM($B2:$C2)<=0.5,"Yes","No")
Let us know if you have any questions.

[josephteh]

I believe the formula should be: =IF(B2/SUM($B2:$C2)>0.5,"Yes","No")

[JeteMc]

@josephteh, Thank You for the correction. I hope that you have a blessed day.

[josephteh]

No problem.. have a nice weekend!