"joeu2004" wrote in message ...

"wabbleknee" wrote:
Distribution is as follows / investor/amount/% (rounded)
a 400 22.73
b 40 2.27
c 35 1.99
d 100 5.68
e 25 1.42
f 50 2.84
g 10 0.57
h 400 22.73
I 400 22.73
j 300 17.05
Total = 1760

The FLY part: investor "a" gets a 15% added share increase because he has
the total loan in his name.
The remaining 9 (b:j) have to share their % to give "a" that increase.

Question, do you just increase "a" $ investment by +15% and reduce all
others by - 15% to get the resulting % distribution OR
do you just add 15% to "a" and reduce the remaining investors percentage
by 15%?

This is a question that can only be answered by looking at the terms of the
investment. It is not an Excel question.

Absent dispositive information from the investment management, the following
is what "15% share increase" means to me.

Aside.... Presumably, the rounded percentages above are based on the
proration of something, e.g. percentage ownership (after partners).
Ideally, we should work with those numbers, not the rounded percentage. But
given the limited information here....

Of the 1760 shares distributed, investor "a" gets 1760*22.73%*(1+15%), which
is about 460 shares. (You need look at the terms of the investment to see
how shares are rounded.)

The remaining shares, 1760-460 = 1300, should be distributed to the other
investors in proportion of their original percentage to the sum of their
original percentages excluding investor "a".

The other investors' total original percentage is 100%-22.73% = 78.27%.

(Actually, Excel calculates 78.28% rounded for a number of reasons. It
makes no difference once things are rounded.)

So, for example, investor "b" now gets 1300*2.27%/78.27%, which is about 38
shares.

When all is said and done, if we ignore rounding, you will find that the
other investors' percentages of the distribution is reduced by about 4.41%,
and their shares are reduced by about 4.40%.

Thus, we cannot simply subtract 15% from this or that across the board.

Do you need help with the Excel formulas to make these adjustments?

Tx Joeu... I realize that it is not an excel question yet, however, I want
to get the method correct first, than I can apply it to use it in an excel
spreadsheet.
I also used the same method as you originally, (1+15%) however You will note
for "a" the adjustment went from 22.73% to 37.68%, adding 14.95%?? directly.
And yes I would need some help on getting this cranked into excel, there
will be similar investments. I am still working on verifying the resulting
percentages, no luck so far.
Here is the before % interest and the " 15% adjusted" % interest.

a 22.73/37.68
b 2.27/1.82
c 1.99/1.59
d 5.68/4.55
e 1.42/1.14
f 2.84/2.77
g 0.57/0.45
h 22.73/18.18
I 22.73/18.18
j 17.05/13.64