When creating an investment portfolio, you may want to evaluate potential returns and volatility based on your investment selection and asset allocation. Using historical returns, this portfolio evaluator spreadsheet lets you construct up to 10 portfolios by combining different investments (and asset classes) with different allocations. Once constructed, the evaluation tab displays the results. Portfolio construction is covered in “What Would Dad Do? Volume 2 - The Middle Years”.

Requires the Excel, LibreOffice, or OpenOffice application. The spreadsheet-formatted files are provided at the download link emailed after checkout.