A New Investment Tracking Spreadsheet (Portfolio Tracker 2.0)
We have a completely updated investment tracking spreadsheet for you today. This one was built by the same person who created the original one that so many people have used.
In this video I'll walk through the new spreadsheet and how to use it.
You can find links to the new spreadsheet here: https://robberger.com/investment-trac...
0:00 - Intro
4:12 - Account Set-up
6:28 - Asset Set-up
11:35 - Allocation
16:17 - Holdings
18:37 - Dashboard
19:23 - Announcements
Join the Newsletter. It's Free:
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Financial tools I use:
I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/empower/yt-
I use Rocket Money to manage our budget: https://go.robberger.com/rocket-money...
My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/boldin/yt-
I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/yt-
My Book (Retire Before Mom and Dad):
https://amzn.to/4d9qbhA
#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: / @rob_berger
Facebook: / financialfreedomguy
Twitter: / robert_a_berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
