Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I’ve created to illustrate particular topics. Some of them are modifications of spreadsheets I’ve used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really missing out, of course), I decided I also should make individual blogs posts that just highlight the spreadsheets. That way some folks may be able to use them who otherwise wouldn’t bother with the podcast.
The eighth spreadsheet is Simple Rebalancing (when you click on the link it will ask if you want to make a copy, click “Make a copy” to get an editable version). This spreadsheet gives you a simple tool to calculate the amounts you need to sell and buy to rebalance your investment accounts back to your target asset allocation.
If you want a more detailed walk through of how to use the spreadsheet, this links directly to the specific spot in Episode 12 where I illustrate how to use it (roughly from 27:37 to 28:47 of the video).
Fisch Financial 