A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|

1 | Rebalancing spreadsheet | 19-Mar-14 | New money to add | |||||||||||||||||||

2 | Asset allocation goals | Current holdings | ||||||||||||||||||||

3 | Asset classes: | Specific Holdings | Target Weight | Current unit price | Account 1 | Account 2 | Account 3 | Account 4 | Total current allocation | Variance | ||||||||||||

4 | Canadian Equity | 30% | units | value | units | value | units | value | units | value | % | $ | Units to buy (sell) | |||||||||

5 | VCE | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||

6 | XIC | 100% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

7 | TDB900 | 0% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

8 | 100% | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||||||

9 | US Equity | 30% | ||||||||||||||||||||

10 | VUN | 100% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

11 | TDB902 | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||

12 | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||||

13 | 100% | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||||||

14 | International Equity | 30% | ||||||||||||||||||||

15 | XEF | 90% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

16 | TDB911 | 10% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

17 | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||||

18 | 100% | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||||||

19 | Fixed Income | 10% | ||||||||||||||||||||

20 | CAB | 100% | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | ||||||||||||

21 | Cash | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||

22 | TDB909 | $0 | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||

23 | 100% | $0 | #DIV/0! | #DIV/0! | $0.00 | |||||||||||||||||

24 | Current invested total | $0 | ||||||||||||||||||||

25 | Total: | $0 | ||||||||||||||||||||

26 | ||||||||||||||||||||||

27 | ||||||||||||||||||||||

28 | Created by Potato | |||||||||||||||||||||

29 | http://www.holypotato.net/?p=1242 |

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