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:
- The long version, for people who want to track every single transaction; and
- 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.