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Please do NOT request access to this spreadsheet. To use the spreadsheet, save a copy of it by selecting
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File -> Make a Copy.
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AllocationValue
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Category
3-Fund Portfolio
Personal Capital
My Target
ActualDiffThresholdCurrent
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US Stocks50.00%52.50%55%42.71%-12.29%5.00%$433,488.00
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International Stocks30.00%22.50%25%11.87%-13.13%5.00%$120,491.60
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Bonds20.00%12.60%8%3.59%-4.41%2.00%$36,475.40
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US Small Cap37.48%37.48%0.00%$380,340.00
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US Small Cap Value0.00%0.00%0.00%$0.00
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Emerging Markets0.00%0.00%0.00%$0.00
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REITs0.00%0.00%0.00%$0.00
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Stocks0.00%0.00%0.00%$0.00
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Alternatives0.00%11.50%10%4.35%-5.65%2.50%$44,114.45
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Cash0.00%0.90%2%0.00%-2.00%0.50%$0.00
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$1,014,909.45
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Resource
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Here's the video describing this spreadsheet
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