In our episode titled “Stock Market on FIRE: What We’re Doing in a Downturn”, Jason mentioned a spreadsheet that he uses to track his asset allocation and to model rebalancing. So many of you have asked for a copy of this, that we decided to up the ante – we’ve created an improved standalone calculator that we’re making available for free to our Two Sides of FI viewers. This calculator provides a convenient mechanism to enter and track your asset allocation, flag when any assets exceed your allocation targets, and model any rebalancing that may be needed. It’s really easy to use as you’ll see in our introductory video:
Would you like your own FREE Rebalancing Calculator?
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You can find information on the tools we mention in each episode along with additional information in the Resources section of this site. To navigate to this material at any time, just click the menu button at the top of any page on the site.