Symbol Sector Table

"Symbol Sector" table is located in Portfolio Slicer workbook "srcSymbol" worksheet. For each symbol you can assign Sector and Sensitivity. When starting using Portfolio Slicer, you can keep this table empty and then add data here then when you need to see additional reports.

Below is a standard list of Sectors and their Sensitivity:

SectorSensitivity
* CashOther
Communic.Sensitive
Consumer Cycl.Cyclical
Consumer Defens. Defensive
EnergySensitive
FinancialCyclical
Fixed Inc.Fixed Inc.
HealthcareDefensive
IndustrialsSensitive
MaterialCyclical
OtherOther
Real EstateCyclical
TechnologySensitive
UtilitiesDefensive
Some symbols can be assigned to one sector, for example Symbol: "C" will be assigned to sector: "Financial Percent: 100%" with sensitivity: "Cyclical". Other symbols will have split sector allocation, for example symbol: "IYR" will have 2 records: "Sector: Material - 5%, Sensitivity: Cyclical" and "Sector: Real Estate - 95%, Sensitivity: Cyclical".

You can get info about specific symbol Sector/Sensitivity from financial websites (example morningstar).