Sample Portfolio

When I start­ed writ­ing the book, I cre­at­ed a sam­ple port­fo­lio that mim­ic­ked my wife’s 401k rollover that inspired the book.

You can view the sam­ple port­fo­lio as a Google Sheet, because through Google I’m able to link to “live” (not real-time) mar­ket data.

There are two ver­sions:

1. The long ver­sion, for peo­ple who want to track every sin­gle trans­ac­tion; and
2. The short ver­sion, for peo­ple who just want to see how they’re doing (remem­ber to update the num­ber of shares you own after each div­i­dend.

You can down­load either of these sheets to mod­i­fy for your own use. You can also down­load a blank ledger sheet with instruc­tions to add your own hold­ings.