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  • The Moneysense Complete Financial Plan Kit: Worksheet #7: How You Are Currently Invested

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    krishna kailas
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    This worksheet tracks a person's current investments by type - cash, bonds, and stocks. It lists examples of investment products that fall under each type, and includes fields to list specific investments, amounts invested, and percentages of the total portfolio allocated to each type. The goal is to analyze how one's money is currently distributed across different asset classes.

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    This worksheet tracks a person's current investments by type - cash, bonds, and stocks. It lists examples of investment products that fall under each type, and includes fields to list specific investments, amounts invested, and percentages of the total portfolio allocated to each type. The goal is to analyze how one's money is currently distributed across different asset classes.

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    © All Rights Reserved
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    8 views1 page

    The Moneysense Complete Financial Plan Kit: Worksheet #7: How You Are Currently Invested

    Uploaded by

    krishna kailas
    This worksheet tracks a person's current investments by type - cash, bonds, and stocks. It lists examples of investment products that fall under each type, and includes fields to list specific investments, amounts invested, and percentages of the total portfolio allocated to each type. The goal is to analyze how one's money is currently distributed across different asset classes.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
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    THE MONEYSENSE COMPLETE FINANCIAL PLAN KIT

    WORKSHEET #7: HOW YOU ARE CURRENTLY INVESTED


    Based on Month Day/Year statements
    CASH BONDS / INCOME STOCKS / EQUITY / SHARES
    (eg. Bank Accounts, Savings Bonds, GICs, (eg. Government or Corporate (eg. Individual Stocks, Equity Mutual
    Term Deposits, Money Market Mutual Bonds, Bond or Income Mutual Funds or Employee Share Purchase
    Funds) Funds)
    INVESTMENT $AMOUNT INVESTMENT $AMOUNT INVESTMENTPlan) $AMOUNT
    (eg. ING Investment savings) 10,00,000/-

    TOTAL CASH TYPE INVESTMENTS: TOTAL BOND TYPE INVESTMENTS: TOTAL STOCK TYPE INVESTMENTS:
    % % %
    TOTAL INVESTMENTS:

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