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This spreadsheet forms part of additional material for the following book:
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Smart Portfolios: A practical guide to building and maintaining intelligent investment portfolios
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Written by Robert Carver (2017): www.systematicmoney.org/smart Published by Harriman House.
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This spreadsheet is copyrighted, Robert Carver, 2015; under the GNU General public license (http://www.gnu.org/licenses/gpl.html). You may copy the sheet; and modify it providing you follow the guidelines in the license. In particular this front cover sheet must remain intact and unchanged. It is provided for personal educational purposes only. No warranty is included or implied. Nothing in this spreadsheet constitutes investment advice.
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Sheet name: Construction of equity country allocation – US ETFs (chapter ten)
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This sheet is linked as shareable, read only, on google docs. DO NOT ASK FOR WRITE ACCESS! Instead make your own copy to edit.
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Instructions: These sheets show how to construct an equity allocation across countries given your commission levels, current US ETF availability, and preferences. You should use the “Asset Allocation” spreadsheet first to calculate your allocation to traditional equities first.
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