160) Investment Portfolio Rebalance Simulator using Microsoft Excel
Have you wondered what is your investment return will be, if you had done the portfolio rebalancing between 2 funds? For example, between 1 equity fund and another bond fund.
Watch the video below on the concept of Rebalancing during stock market ups and downs.
Use the Excel template and do your own analysis.
Notes on how to use the file:
1) You are required to key in (or change) the Annual Returns of the 2 different funds.
The numbers are as per the light blue columns.
2) You can set your own percentages between the 2 funds.
The percentage numbers are as per the light red columns. You can maintain the same percentages or change them accordingly.
3) It is assumed you do rebalance once per year, in the beginning of the year.
If you are well versed in Excel, you can modify the template to rebalancing between 3 or more funds.
Go to this link to locate the Excel file location:
https://drive.google.com/open?id=12es5kI7a7jnKVtCRDFZTIId1Pw0d1sdl
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