Thought process and rationale:

Part 1

- Go from left to right for the different tabs in the excel (Tab names are not impt)

- Work out your ideal companies first (You can sort them into Stable/Growth or Core/Small or any groupings that you prefer)

- % allocation for each company (assuming 100% all-in)

-Make sure you partition out space for misc/itchy finger trades or other asset classes if any (eg. Metals)

- Diversification check to make sure you are not too much into 1 sector that you are uncomfortable (Eg. perhaps some of you have too much in E-Commerce or Digital Payments)

- Region/Country Check too