Friday, June 8, 2012

Makeover to the Portfolio








The old spreadsheet was tough to read and understand when it came to things outside of the stocks we owned in the investment account. I wanted to make a clear starting amount and build on it for the goal of retiring. The amount I picked was a round number of $10,000. Not the easiest to start with but if one wants to start with less they easily could do so. I want to show how if you invest and always fund your account you will be able to achieve your goals. The account is broken down to 3 sections a Investment account, emergency fund, and a precious metals. As I mentioned before I will be selling some metals to get down to only 5 or 10% of the overall portfolio. The main focus will be how the investments stack up to the S&P 500 Benchmark and how the overall portfolio does. The metals will be updated only on a monthly basis with the unrealized gain or loss. The rest should be in the video thanks for following along and comment if you like. Just to note everything on the spreadsheet are my actual holdings. 

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