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ETF and Stock Rebalancer

On your journey to financial independence, it's crucial for your portfolio to be aligned according to your plans for the future. This template will make sure your investment portfolio is balanced the way you need it to, making sure you're on track to achieve your financial goals.

Note: This template is based on Canadian ETFs and account types; however, asset class names can be easily changed and customized to better suit you!

Accounts

The accounts that are used to hold the different items in your portfolio. This breakdown will help filter and sort the items held in your portfolio database.

Properties:

Asset Classes

An asset class is a group of investments that have similar characteristics and are subject to the same laws and regulations (Source). It's important to have a balance between them that fits the risk you are willing to take as well as your time to retirement.

A target, in the form of a percentage, should be set for each of the asset classes.