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Asset Allocation Template

The document outlines an asset allocation spreadsheet detailing three categories: Cash Assets (11.06%), Fixed Income Assets (58.22%), and Equity Assets (30.72%), with total assets amounting to $189,802.00. Cash Assets total $21,000.00, Fixed Income Assets total $110,497.00, and Equity Assets total $58,305.00. The allocation percentages reflect the distribution of total assets across these categories.

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mridul tiwari
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75 views1 page

Asset Allocation Template

The document outlines an asset allocation spreadsheet detailing three categories: Cash Assets (11.06%), Fixed Income Assets (58.22%), and Equity Assets (30.72%), with total assets amounting to $189,802.00. Cash Assets total $21,000.00, Fixed Income Assets total $110,497.00, and Equity Assets total $58,305.00. The allocation percentages reflect the distribution of total assets across these categories.

Uploaded by

mridul tiwari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd

Asset Allocation SpreadSheet

Cash Assets Percentage


A $5,000.00
B $6,000.00
C $10,000.00
Total $21,000.00 11.06%

Fixed Income Assets


A $8,000.00
B $780.00
C $543.00
D $876.00
E $298.00
F $100,000.00
Total $110,497.00 58.22%

Equity Assets
A $890.00
B $7,650.00
C $765.00
D $49,000.00
Total $58,305.00 30.72%

Total Assets $189,802.00

My Asset Allocation
Cash Assets
11%
Equity Assets
31%
Cash Assets
Fixed Income Assets
Equity Assets

Fixed Income Assets


58%

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