DR 179--Investment Tracking Spreadsheet.xlsx - Column1 Category Allocation Column2 Column3 Rick Ferri Rule Personal Capital My Target Column4 Column5

DR 179--Investment Tracking Spreadsheet.xlsx - Column1...

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Column1 Allocation Column2 Column3 Column4 Column5 Category Rick Ferri Rule Personal Capital My Target Actual Diff CA Stocks 54.00% 52.50% 55% 70.00% 0.15 US Stocks 23.00% 15.50% 10% 12.00% 0.2 International Stocks 4.00% 7.00% 15% 32.00% 0.17 Alternatives 9.00% 11.50% 10% 8.00% -0.02 Bonds 10.00% 12.60% 8% 10.00% 0.02 Cash 0.00% 0.90% 2% 4.00% 0.02 Total 17%
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Column6 Value Threshold Current #NAME? $0.00 2.00% $72,123.12 #NAME? $105,602.80 #NAME? $49,447.55 #NAME? $42,718.80 #NAME? $53,443.32 $323,335.59 8
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Account Symbol Name Vanguard Rollover IRA VTSAX Vanguard Total Stock Market Index Fund Admiral Shares Vanguard Rollover IRA VTIAX Vanguard Total International Stock Index Fund Admiral Shares Vanguard Rollover IRA VBTLX Vanguard Total Bond Market Index Fund Admiral Shares Vanguard Rollover IRA VGSLX Vanguard Real Estate Index Fund Admiral Shares Vanguard Rollover IRA VTI VANGUARD IX FUN/VANGUARD TOTAL STK Vanguard Roth IRA VTSAX Vanguard Total Stock Market Index Fund Admiral Shares Vanguard Roth IRA VTIAX Vanguard Total International Stock Index Fund Admiral Shares Vanguard Roth IRA VBMFX Vanguard Total Bond Market Index Fund Investor Shares Vanguard Roth IRA VGSIX
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