Sentences with phrase «spreadsheet with your asset allocation»

Build a spreadsheet with your asset allocation, calculate what percentage each account represents of the whole portfolio.

Not exact matches

Keeping track of the asset allocation and rebalancing with 10 funds rather than five will require some skill with a spreadsheet.

I've built a spreadsheet with the targeted asset allocations that I'm comfortable with, based on my research and personal opinion on the topic.

I have pre-programmed the spreadsheet with the three versions Global Couch Potato, as well as the ING Direct Streetwise Balanced Fund, which has the same asset allocation.

With that in mind, we'll now add another $ 1,000 to the portfolio and rebalance it according to our original asset allocation — 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % international stocks — using this rebalancing spreadsheet.

The actual spreadsheet is color - coded to match up with the Comprehensive Asset Allocation Software