Rebalancing_spreadsheet
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Rebalancing spreadsheet19-Mar-14New money to add
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Asset allocation goals
Current holdings
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Asset classes:Specific HoldingsTarget WeightCurrent unit price
Account 1
Account 2
Account 3
Account 4
Total current allocationVariance
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Canadian Equity30%unitsvalueunitsvalueunitsvalueunitsvalue%$Units to buy (sell)
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VCE$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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XIC100%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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TDB9000%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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100%$0#DIV/0!#DIV/0!$0.00
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US Equity30%
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VUN100%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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TDB902$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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100%$0#DIV/0!#DIV/0!$0.00
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International Equity
30%
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XEF90%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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TDB91110%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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100%$0#DIV/0!#DIV/0!$0.00
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Fixed Income10%
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CAB100%$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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Cash$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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TDB909$0$0$0$0$0#DIV/0!#DIV/0!$0.00
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100%$0#DIV/0!#DIV/0!$0.00
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Current invested total$0
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Total:$0
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Created by Potato
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http://www.holypotato.net/?p=1242
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