Hi Guys,
2 years ago a financial advisor helped me setup an investment portfolio using a combination of managed funds and ETF's. So far I have been pretty happy with the performance.
However, I am now concerned that the %'s are a bit too heavy in the fixed income class.
Current breakdown of...
Running my own SMSF and always on the lookout for different ideas to help maximise returns and read an article on re balancing, that is every 3 months or whatever time frame you choose you re balance your portfolio, so say you want 50% shares, 40% bonds and 10% property at the end of each...
Hi
I wonder....is there any good free piece of software to build and manage my asset portfolio and rebalance it regularly ?
Maybe an iPAD app or even an excel spreasheet ?
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