Jan 31, 2022
Personal Finance
Read Time Icon - Portfolio Z Webflow Template
4
 min read

How I Rebalance My Portfolio Quarterly

Required Watching

Before downloading my spreadsheet,  you must watch this video of me explaining how to use this tool. With the spreadsheet comes much responsibility. You need to be ready for it.

The Tracking Document

You can find the document here. To make it your own, you can duplicate the sheet under the File menu.

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