Portfolio Management Spreadsheet

The ability to manage your investments efficiently is possible through the use of a portfolio management spreadsheet. They are often referred to as investment management tools and can give you information about your portfolio such as the most likely returns, current value, and expected time to maturity. By utilizing this system you will be able to keep track of your portfolio's history and investments and make updates as needed.

Asset Allocation Spreadsheet Template

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Essentially, you're want to improve your bond allocation as you become closer to retirement. Needless to say, the proper asset allocation will change from investor to investor. Maintaining the appropriate asset allocation over time is among the 3 keys to investing success over the very long term.