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Excel is the de facto choice for most people who want to create a quality portfolio sheet. This is so because it's easy to use, inexpensive, and it's easy to open in Microsoft Word or other compatible application. In addition, it's virtually fool-proof, which makes it an attractive option for everyday users.
Whispered Asset Allocation Spreadsheet Template Secrets
The Little-Known Secrets to Asset Allocation Spreadsheet Template
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.