CairnTree Asset Location & Rebalancing Toolkit CA$
$18.00Price
Digital Download — Excel Toolkit
A practical Excel toolkit designed to help you organize your investments, determine where different investments may be best held across your accounts, and keep your portfolio aligned with your target allocation.
Includes three Excel workbooks:
Asset Location Calculator — Canada
Asset Location Calculator — U.S.
Rebalancing Calculator
After your purchase, you'll receive a download containing all three Excel workbooks.
