Investors Toolkit 1 ~ Links.txt

Meeting #97	 May 13, 2023

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The Investor’s Toolkit I ~ LINKS


Presentation Slides

Investors Toolkit I - Presentation 35 pp May 2023 - Greg D.pdf    Presentation May 2023
https://drive.google.com/file/d/1ti266diw6DNkVAecsy1dgnJEHHqidOZr/view?usp=drivesdk


Tool Links

I.  How to establish an Asset Allocation

A Practical Guide to Staying Afloat.pdf    Presentation March 2020
https://drive.google.com/file/d/10QvLcRbSNQfZDII2ktenrMmsfKZieKex/view?usp=drivesdk

_Introduction to Index Funds SABH - Oct 2020.pdf    Presentation October 2020
https://drive.google.com/file/d/1jRO95--3lUBW6tyZKYDK4ohMZOa-KOnE/view?usp=drivesdk

How Diversification Works - Presentation.pdf    Presentation March 2021
https://drive.google.com/file/d/1Ez-pup3rQtATS5KS8URtCalrtYjKc_2u/view?usp=drivesdk


II. How to test your Asset Allocation

_Crash_Watch_v06.xlsx	 Microsoft Office Excel Spreadsheet April 2017  (*)
https://docs.google.com/file/d/1CDdSLvcCKgfj6kxElF0Bv-Kc0vd2zNh4/edit?usp=docslist_api&filetype=msexcel


III. How to choose a mutual fund

SABH_FundSelectionCriteria.pdf    Presentation March 2018
https://drive.google.com/file/d/1jWOtDRz9fLb1S4LgUYXgTMsEwkCpArZv/view?usp=drivesdk

Simple Balanced Portfolios - Chris Pedersen - Oct 2022.pdf    Presentation October 2022
https://drive.google.com/file/d/1JtDam25DBk5KbWp_YoLIaRhi582FU53O/view?usp=drivesdk

BondFormulas__v05.4.xlsx   Microsoft Office Excel Spreadsheet April 2018  (*)
https://docs.google.com/file/d/1dX4I2Lz0mwUkA_HfU20HFKojSzEqDqBt/edit?usp=docslist_api&filetype=msexcel


IV.  How to create an investment plan (Investment Policy Statement)

How to Create an Investment Policy Statement    Article by Christine Benz October 2021
https://www.morningstar.com/articles/827425/how-to-create-an-investment-policy-statement

Morningstar’s Investment Policy Worksheet
https://im.morningstar.com/im/InvestPolicyWS.pdf


V. How to use a spreadsheet to maintain your portfolio

Using a Spreadsheet to Maintain your Portfolio - SABH.pdf    2 page excerpt, BHs Wiki Article September 2016
https://drive.google.com/file/d/0B9XBYifJTHBeUGRnSTR5elVjMzQ/view?usp=drivesdk&resourcekey=0-4BhLK-8gCLJYGzGfJaC3lA

Rebalancing for Bogleheads March 2022.pdf    Presentation March 2022
https://drive.google.com/file/d/1P6gZ5GEUV_GgbO63_NOGXMVcxLMdi_eG/view?usp=drivesdk

CAAM_OptLazRebalOpt.pdf    12-page PDF document September 2016
https://drive.google.com/file/d/0B9XBYifJTHBeekVyRnpWTlFpOTg/view?usp=drivesdk&resourcekey=0-JDPf0Lfkp-GAkA8HxN4yvg

_SABH_Invest_2018_v99.xlsx     Microsoft Office Excel Spreadsheet August 2018  (**)
https://docs.google.com/file/d/11U1OxT0k0Twzl8VFiNqkWuVSrDhE7Rar/edit?usp=docslist_api&filetype=msexcel

Model_Financial_Plan_Bruce_2018Sept.xlsx   Microsoft Office Excel Spreadsheet September 2018  (***)
https://docs.google.com/file/d/1XabOyfS9fmR06QQ4tnDe68Ax0Uvh-9be/edit?usp=docslist_api&filetype=msexcel


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Support Notes

Spreadsheets written in Excel for Microsoft Office on iPad & Mac but may be compatible with other software/platforms.

 *		Instructions included. Fully supported. Send email to Sacramento.Bogleheads@gmail.com to request help.

 **		Limited support available. If at least two members comfortable working with spreadsheets request this, we 
		will schedule a Zoom class this summer to help folks customize the tool to work with their portfolios.

 ***	No support available. The spreadsheet is uncomplicated but contains formulas and sheet references.

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Copyright SABH Greg Dietrich © 2023