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Portfolio Rebalancing
Model Portfolios
Risk Tolerance
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Savings
Net Worth
Budget
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Portfolio Rebalancing
Asset Name
Type
Target %
Current Value
Other
Stocks
Bonds
Cash
Preferred
%
$
Other
Stocks
Bonds
Cash
Preferred
%
$
Other
Stocks
Bonds
Cash
Preferred
%
$
Other
Stocks
Bonds
Cash
Preferred
%
$
Amount to invest:
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