Excel Model: Financial Asset Allocation Model
Title: Financial Asset Allocation Model
Description:
This spreadsheet helps users allocate their assets across various investment classes. It includes:
- Setup: Initial configuration of asset classes and allocation percentages.
- Asset Allocation Details: Recording of asset class descriptions, allocation percentages, investment amounts, and dates of allocation.
- Asset Allocation Summary: Summary of the overall asset allocation for portfolio balance and diversification.
Source: Custom Calculator
Click the following icon to open the full workbook viewer in a new tab, allowing you to easily edit and save.
Click the following icon to download the spreadsheet, allowing you to save the file on your computer along with edits.
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