DOWNLOADABLE INVESTING TOOLS

Portfolio Rebalancing Tools The following spreadsheets can be used to manually enter your portfolio holdings and check to see if rebalancing is necessary. In order to use these tools properly, Microsoft Excel must be installed on your computer and you should feel comfortable performing basic tasks in Excel. These files are provided free of charge and are meant for educational purposes; additional calculations will be required in many cases. To download either tool, click on the appropriate link below and save the file to your computer. For full functionality, be sure to enable Macros when prompted.

Beginner Rebalancing Tool (Microsoft Excel file)
Advanced Rebalancing Tool (Microsoft Excel file)

Sample Investment Policy Statement (IPS) An Investment Policy Statement (IPS) formally documents your investment objectives, philosophy, risk profile, target allocation, and other important elements of your investment plan. A brief, well thought out IPS can help you systematically resist harmful behavioral biases and stay focused on your long-term investing goals.

The sample Investment Policy Statement below is provided free of charge and is meant for educational purposes. The person in the IPS is completely fictional, and none of the information in the file should be interpreted as specific investment advice. To download the document, click on the link below and save the file to your computer.

Sample Investment Policy Statement (Microsoft Word file)

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