I have a very simple ETF portfolio of 3 funds. Every now and again, I contribute additional savings to it, or I want to check up on it and see how it's going. To that end, I made a spreadsheet to calculate for me how many shares I should buy and sell, and I'd like to share it.
Find it here and download a copy: https://docs.google.com/spreadsheets/d/13vkwuEN0uPUEmQCp5b0RvcXyPwJmxib3gXv8hw3Avwk/edit?usp=sharing
At the top of the sheet are 2 sections, current portfolio and target portfolio, fill in the orange boxes. I've already prefilled it with an example.
At the bottom of the form, there's a section that tells you what you need to do to reach your target portfolio. Probably the only thing that's not self-explanatory is the "tolerance" square. What the tolerance is for is if you're within say 5% of your target asset allocation on a particular asset, it's probably not worth rebalancing, so the spreadsheet will tell you to do nothing. You can set what the percentage is.
Feedback is appreciated.
Submitted May 19, 2019 at 04:50AM by TinyPlaidNinjas http://bit.ly/2JPCzIi
