Millennial Money HOney Rebalancing calculator

Glad you’re here and on your way to achieving FI/RE. Make your own copy of thise Google Sheet, by clicking the “Make a copy” button below. The rebalancing calculator has instructions in the spreadsheet, use the Pencil

Tag me @millennialmoneyhoney on Instagram stories so I can reshare and show others how you use it/make it your own!

This helped me learn to rebalance my index fund portfolio all by myself! Simply put the target percentages you want for each category and how much money you have to invest. It will tell you which category you need to invest in based on the amount you need to invest or how much to buy/sell or add to make your portfolio balanced.

Tips & instructions on how to use the Rebalancing Calculator

• See instructions following the guided pencils inside the spreadsheet.

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