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Just remember to add them in column D of page one and then add a row for each new class on this page.I use both this spreadsheet AND Personal Capital to track my investments.Bonus: You'll also get instant access to my interview of a husband and father who retired at the ripe old age of . Inquests Dad was triple drink-driving limit during horror pier crash that killed him, partner's mum and three children Sean Mc Grotty, 49, was behind the wheel of an Audi Q7 when it plunged into the sea, claiming his life as well as killing his sons, aged 12 and eight, his partner's mother and her year-old daughter.The first sheet lists all of your holdings (click image to enlarge): The sections in color you’ll need to fill out.Once you do, the other columns get automatically populated using the Google Finance function and built-in formulas.It’s a visual way to see what part of your portfolio might need to be rebalanced.
Once your actual allocation drifts from your target by the threshold percentage, the difference in the Diff column turns red.
With his permission, I’ve created a copy and am sharing it with you today. To start, you can see the spreadsheet by clicking here. When you go to the spreadsheet, you’ll see a sample portfolio built with Vanguard mutual funds and ETFs. But it will give you a clear picture on how it works.
You’ll want to make a copy of it so that you can edit it and save your own portfolio.
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.