How to Make a Portfolio Rebalancing Tool in Excel
Portfolio rebalancing is one of many "investing chores" to master if you wish to be a Do It Yourself Investor. Here's a spreadsheet to get it done easily.
Oftentimes, investors become fixated on designing the perfect investment portfolio. The truth is that no one knows which portfolio is going to outperform in the future. But it sure is fun to talk about.
Portfolio rebalancing is one of many "investing chores" to master if you wish to be a Do It Yourself Investor. Here's a spreadsheet to get it done easily.
Allan Roth, author of How a 2nd Grader Beat Wall Street, is our guest today. He shares his many years of experience and wisdom in this episode.
The nuts and bolts of managing a portfolio are intimidating to beginning investors. Best to learn while your portfolio is small and simple. Today we lift the hood and watch me manage our portfolio.
The Bogleheads' Guide to the Three-Fund Portfolio teaches a simple and effective way to invest so you can move on with your life.
Some portfolios are just stupid. Even in extreme economic situations, they are still stupid. Constructing a reasonable portfolio isn't that hard and, if well funded and held onto for a few decades, you'll reach almost any reasonable financial goal.
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The key to asset allocation is to choose the highest stock-to-bond ratio that you can tolerate without selling out at a market bottom.
Of the books I reviewed this week, it's the only one I actually purchased and really, aside from the history books, the only one I really wanted to read.
A doctor tried out Personal Capital, comparing it to his index fund portfolio at Vanguard. Here is what he found.
After much thought, our portfolio is changing this year from one reasonable portfolio to another. We'll see how it goes. Update in a decade.
Coming up with an asset allocation is hard enough. Figuring out how to achieve it with 6 different investing accounts is even tougher. In this post I review our current plan.
Medical school may not have taught you about money, but we will.
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