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    Asset Allocation Spreadsheet

    Uploaded by

    Godwin J. Sobin

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    © All Rights Reserved
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    Asset Allocation Spreadsheet

    Uploaded by

    Godwin J. Sobin
    90 views2 pages

    Original Title

    Asset Allocation Spreadsheet - TemplateLab.com

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    © © All Rights Reserved

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    Copyright:

    © All Rights Reserved
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    90 views2 pages

    Asset Allocation Spreadsheet

    Uploaded by

    Godwin J. Sobin

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 2

    ASSET

    ALLOCATION
    SPREADSHEET
    Amount Amount
    US STOCKS Amount BONDS Amount
    % %
    ARLINGTON ASSET INVESTMENT C $25,000.00 55.56% MUNICIPAL BONDS $16,500.00 82.50%
    ACADIA PHARMACEUTICALS INC $15,000.00 33.33% US GOVERNMENT BONDS $3,500.00 17.50%
    LOREM IPSUM CORP $5,000.00 11.11%

    TOTAL $45,000.00 100.00% TOTAL $20,000.00 100.00%

    Amount Amount
    CASH Amount INTERNATIONAL STOCKS Amount
    % %
    BANK SUISSE $125,000.00 83.33% ASIAN ATLANTIC WORLD CORP $10,000.00 6.67%
    NATIONAL BANK $25,000.00 16.67% LOREM IPSUM SOUTH AMERICA $20,000.00 13.33%

    TOTAL $150,000.00 100.00% TOTAL $30,000.00 20.00%

    Amount Amount
    REAL ESTATE Amount GOLD Amount
    % %
    REAL ESTATE #1 $245,000.00 100.00% GOLD COINS $1,000.00 10.00%
    GOLD BARS $9,000.00 90.00%

    TOTAL $245,000.00 100.00% TOTAL $10,000.00 100.00%

    Current Current Allocated Difference


    Asset Target Amount Difference
    Amount % % %
    TOTAL US STOCKS $45,000.00 9.00% 8.00% $40,000.00 -$5,000.00 -1.00%
    TOTAL BONDS $20,000.00 4.00% 6.00% $30,000.00 $10,000.00 2.00%
    TOTAL CASH $150,000.00 30.00% 35.00% $175,000.00 $25,000.00 5.00%
    TOTAL INTERNATIONAL STOCK $30,000.00 6.00% 8.00% $40,000.00 $10,000.00 2.00%
    TOTAL REAL ESTATE $245,000.00 49.00% 40.00% $200,000.00 -$45,000.00 -9.00%
    TOTAL GOLD $10,000.00 2.00% 3.00% $15,000.00 $5,000.00 1.00%
    TOTAL ASSETS $500,000.00 100.00% 100.00% $500,000.00

    You should conduct an investment portfolio check-up at regular intervals – either monthly, quarterly, or yearly, depending
    on your investment strategy and ability to control your emotional response to your portfolio performance.
    © TemplateLab.com

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