165) Track Your Investment Portfolio Allocation
Use this Excel file to monitor and track your Unit Trust investment portfolio. It is divided into different categories by asset types. Use it to monitor the percentage changes.
Do a review and rebalance the amount in each category to adjust back to original agreed upon percentages.
When the Equity percentage had increased higher compared to Bond, it means that the Equity had made higher returns. A simple strategy commonly used in called "lock in profit". You may consider to sell some equity and take in the profit now.
The opposite is also true. If the Bond percentage had increased higher compared to Equity, it may mean that the Equity had reduced in value and it is time to buy some more..
Get the link to the the Excel blog here:
https://drive.google.com/open?id=1YrgP5_CPCrgeZdYItqf_mEA2jRB8MWE5
Watch the video below on the concept of Rebalancing during stock market ups and downs.
Great table! Thank you.
ReplyDeleteThis comment has been removed by the author.
ReplyDeleteThe share market is very liquid market and unpredictable if you do not have any idea about investing then hiring an advisory is the best and safest option, hereby i am giving you some Nifty call accurate data given by a company
ReplyDelete