Description
I created this asset management spreadsheet for my own personal financial goals to help me keep track of my investment portfolio. It helps you manage and monitor your current assets and ensure you are diversifying your risk and not “putting all your eggs in one basket” that can lead to financial disaster. I typically review and update this sheet at least twice a year.
Learn more about how to use this spreadsheet for your financial goals in this helpful video (Timestamp 3:47): WATCH NOW
Be more empowered financially by watching the videos in my Mastering Money 101 Playlist
IMPORTANT DISCLAIMER: I am not a financial adviser, so please don’t take any of what I say as financial advice. This is purely for entertainment purposes. Always consult financial experts before taking any action. My hope is to equip you with important concepts so when you do talk to a financial planner, you won’t go in completely blind that puts you at risk of being taken advantage of by scam artists.
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