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In other words, how much can your actual investments drift from your target allocation before you need to rebalance. I'm at Day 26 in your 31 day money challenge podcast. I've been looking for a comprehensive guide to all-things-money and this has been so informative." --Danielle Get Instant Access!
Once your actual allocation drifts from your target by the threshold percentage, the difference in the Diff column turns red.
The spreadsheet helps me rebalance my investments, as you’ll see below.
Personal Capital is excellent for tracking investment fees, asset allocation, and even my monthly budget.
It’s a visual way to see what part of your portfolio might need to be rebalanced.
Actual: This simply calculates the actual amount of investments you have in each asset class.The spreadsheet calculates how much you have in each asset class based on column D of the first page of the workbook.If you want to add or change asset classes, you can.Remember, in order to make a copy, you’ll need a Google account and you’ll need to be signed in.Once that’s taken care of, you can make a copy by selecting ‘File’ from the menu and then ‘Make A Copy.’ The workbook has just two sheets.
The second page provides a summary of your investments by asset class, tells you when it’s time to rebalance, and provides a graph of your investments: The Rick Ferri and Personal Capital allocations are there just for ideas.