This template offers two allocation models: One based on age, the other based on the importance you place on each of five investment goals. The age allocation is based on the simple rule of thumb that the percentage that you should invest in equities (stocks) is equal to 100 minus your age. The remaining percentage should be invested in bonds. The other allocation model attempts to score the importance you place on objectives. With both methods, use caution. Investment allocation should be done with consideration of your risk tolerance and tax situation.

To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.

 

Portfolio Allocation

Microsoft Excel 2010
Family Budget Planner Spreadsheet
Portfolio Allocation
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Template Details

Created By: Admin
License: Private Use
(Only for personal Use)

Description

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