On the «Allocation» worksheet, enter
your overall target asset allocations in the white cells of Column C.
Not exact matches
Compare your
overall asset allocation with your
target.
You might have other accounts that make your
overall portfolio globally diversified, but if not, you want to make sure to set a
target asset allocation for a global portfolio.
Investing in one
target date fund for a particular goal such as retirement is ideal for purposes of monitoring your
overall asset allocation.