Little Money Book: Rebalancing Worksheet

	A	B	C	D	E
1	Rebalancing Worksheet
2	Supplementary Material to The Little Money Book, Chapter 14
3	You cannot edit this sheet directly but feel free to comment. Make a copy to enter your own data.
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5	Asset Class	Current Value	Current %	Target %	Buy(+) or Sell(-)
6	U.S. Stocks	$15,000	27%	35%	$4,250
7	International Stocks	$10,000	18%	15%	-$1,750
8	Bonds	$8,000	15%	15%	$250
9	TIPS	$10,000	18%	15%	-$1,750
10	CDs	$10,000	18%	15%	-$1,750
11	Cash	$2,000	4%	5%	$750
12	Total	$55,000	100%	100%	$0
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14	This worksheet is for educational purposes. It is not personal financial advice. The accuracy and completeness of any data and calculations in this worksheet are not guaranteed.
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16	(c) 2020 Fieldmark, LLC
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