Excelモデル: 金融資産配分モデル

タイトル： Financial Asset Allocation Model

 説明：

 

This spreadsheet helps users allocate their assets across various investment classes. It includes:

  • 設定： 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.

アドバイス/ヒント:
  • 設定：
    • Ensure all initial configurations are correct before inputting data.
    • Regularly update asset classes and allocation percentages as needed.

  • Asset Allocation Details:
    • Accurately record each asset’s details for precise tracking.
    • Review allocation percentages regularly.

  • Asset Allocation Summary:
    • Monitor overall allocation for diversification and risk management.
    • Use the summary view to understand portfolio composition.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブック ビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

 

  1. セットアップセクション:
    • Define the asset classes and allocation percentages.
      • Example values: US Equities – 21%, Bonds – 12%.

  2. Asset Allocation Details:
    • Enter asset details including descriptions and investment amounts.
      • 例の値:
        • US Equities: $310,000, 1-Jan-2024
        • Bonds: $180,000, 7-Feb-2024
インタラクティブ計算機が便利な理由:

This spreadsheet consolidates asset allocation information in one place, helping users monitor and adjust their investments. It provides a clear view of allocation percentages and investment amounts for informed decision-making.

ソース： カスタムスプレッドシート

結論：

The Financial Asset Allocation Model is an invaluable tool for managing and optimizing investments. It helps achieve financial stability and growth through detailed and organized asset allocation tracking. Regular updates ensure alignment with financial goals and market conditions.

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