Goal based Investing: 4-part series

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

Published: June 19, 2013 at 10:36 pm

Last Updated on August 30, 2021 at 4:21 pm

Part I: A Step-By-Step Guide to Long Term Goal-Based Investing

Download the Step-by-Step Goal-Based Investing Calculator

  • Macros need to be enabled. Macro used is derived from Excel Workbook
  • A standard goal calculator is also included for comparison.

Part II: The What, Why, How and When of Portfolio Rebalancing

Rebalacing Simulator Lite: Suitable for investors unfamiliar with rebalancing. It contains,

  1. Rebalancing illustration
  2. Annual rebalancing simulator with lump sum investment
  3. Annual rebalancing simulator with SIP investment
  4. Annual rebalancing simulator & Lifetime of retirement corpus
  5. Sample data

Sheets 2 and 3 have ‘macros’ to determine the average rebalancing benefit for all possible durations between 1980 and 2011.

Comprehensive Rebalancing Simulator: Suitable for finance pros and pro-investors and anyone willing to learn. It contains,

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  1. Rebalancing illustration
  2. Annual rebalancing simulator with lump sum investment
  3. Annual rebalancing simulator with SIP investment
  4. Variable Frequency rebalancing simulator (1,2,3… years)
  5. Threshold rebalancing simulator
  6. One-way rebalancing simulators
  7. Annual rebalancing simulator & Lifetime of retirement corpus
  8. Sample data

Sheets 2-7 have ‘macros’ to determine the average rebalancing benefit for all possible durations between 1980 and 2011.

Download the Rebalancing Simulator Lite (enable macros)

Download the Comprehensive Rebalancing Simulator (enable macros)

Part III: Overwhelmed By How Much You Need To Invest For Your Financial Goals? Here Is A Way Out!

Download the Goal-investment-optimizer

Part IV: How Achievable Are Your Financial Goals?

Download the Returns Estimator for Integrated Financial Goals!