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You are here: Home / Asset Allocation Spreadsheet

Asset Allocation Spreadsheet

Do you want to make money in the stock market?

Do you want to lower the chances that you will lose money in the stock market?

After studying the stock market and successful investors for years, I’ve learned that a critical step in investing success is getting your asset allocation, or risk tolerance, right.

When you do this, you can sleep at night, not worrying about your money. And you will always be invested the correct way based on your level of risk.

I found that tracking my asset allocation was a chore. I had to find a program that provided the details I wanted and then I had to pay for it. After countless hours of research, I decided to switch gears and created my own asset allocation spreadsheet.

I made it to have all the important features as well as automating 90% of the process. All I have to do is set a reminder on my smartphone to check the spreadsheet twice a year and update the number of shares I own.

Why Download My Asset Allocation Spreadsheet?

The reason you should start using this free asset allocation spreadsheet is simple: you will keep your money invested over the long term and watch it grow because it is invested in a way that matches your risk tolerance.

Here are the features of my free asset allocation spreadsheet.

  • ​Updates automatically so you don’t have to do any calculations.
    Updates automatically so you don’t have to do any calculations.
  • ​See what you need to sell and what you should buy based on your target allocation.
    See what you need to sell and what you should buy based on your target allocation.
  • ​It is customized exactly for your risk level.
    It is customized exactly for your risk level.
  • ​See how much money you are paying in fees annually.
    See how much money you are paying in fees annually.
asset allocation spreadsheet screenshot

The Power Of Your Asset Allocation

Do you fear losing money when the market drops? Do you get greedy when the market is rising and end up not making money because you got in too late? Do you have any idea how much money you are losing to fees?

When you determine your asset allocation and invest based on it, you never worry about losing money because you have an investment strategy and you stick to it.

This isn’t to say you will never lose money, but rather you will be comfortable with the potential amount you could lose.

And by staying invested, you reap all of the gains when the market rises. Simply put, when you get your asset allocation right, you greatly increase your investing success for the long term.

Get Your Copy Of My Asset Allocation Spreadsheet

If you want to start making money in the stock market, you need to download my free spreadsheet.

By using this spreadsheet and keeping my asset allocation matched to my risk tolerance, I’ve been able to grow my wealth zero to close to $1 million dollars over the course of 15 years. And that includes the stock market collapse of 2008.

​You can get it for free by simply entering your email address below.

Once you click on the button, you will get an email from me confirming you want the spreadsheet. Be sure to keep an eye open for an email from ‘Jon @ MoneySmartGuides’ just in case it gets tossed into your spam folder by accident.

After you open that email and click on the link to confirm, you will immediately be directed to the download page where you can get the spreadsheet. I'll also send you a follow up email with the download link as well.

MSG Footer Thanks again for visiting Money Smart Guides. My goal for Money Smart Guides is simple: to help you become a master of your financial future. You do this by learning to overcome your debt, making smarter spending choices and start investing for your future. When you succeed, I succeed. By teaching you about personal finance, you can take the steps needed to secure your financial future. As always, if you have any questions or want help with any personal finance issue, please contact me. I will do my best to help you out and answer any of your questions.
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The articles on this blog are for entertainment purposes and should not be taken as financial advice. Please contact a financial professional for specific advice regarding your situation. Any references to interest rates, giveaways, deals, products, and websites are subject to change without notice. I try my best to keep the information current, but things are always changing so it may be different now than when it was first published. Also, all the pages on Money Smart Guides help me pay the bills by using affiliate relationships with Amazon, Google and others. You can find out more about these relationships in the About Section. Also, be certain to read the Privacy Policy.