Today, we’re going to do something a bit different! More on that in just a second… Now that we’ve covered how to rebalance your portfolio, we also need to cover something that’s closely related: how to track your portfolio over time. Remember, the purpose of rebalancing is to ensure that your portfolio stays close to your target asset allocation, and the risk/return profile you’ve chosen. And in order to know whether or not you need to rebalance, you have to have a reliable way of tracking your portfolio.
So today we are going to focus on setting up and using the FFWF Portfolio Tracking Spreadsheet that I’ve made for the guide. And to do this, I’ve created a little video tutorial. Check it out below! Don’t forget to give it a like, and subscribe to FFWF’s YouTube Channel for future content!
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