Excel Model: Financial Asset Allocation Model

Title: Financial Asset Allocation Model

 აღწერა:

 

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.

Advice/Tips:
  • Setup:
    • 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.

წყარო: 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.

Example of using calculator:

Detailed example of using Spreadsheet: Tasks for user to complete:

 

  1. Setup Section:
    • 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.
      • Example values:
        • US Equities: $310,000, 1-Jan-2024
        • Bonds: $180,000, 7-Feb-2024
Why is interactive calculator useful:

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.

წყარო: Custom Spreadsheet

დასკვნა:

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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