rebalance

  1. C

    Investment rebalancing every year for a basic stock/bond allocation

    Hi guys, I've run into a mental roadblock trying to figure this out. I thought it was simple, but it was not as simple as I thought. In the table below, I can easily calculate the return of the portfolio and break it down into equity and fixed income allocation. However, through time, this...
  2. I

    VBA HELP: Formula to rebalance negative

    Hello, I am new to this forum and i am having issues with adding the value of the next cell to the negative value of the previous cell. Cell values are dynamic and not always in order. Is there an excel or vba command to get the value of positive numbers and add it on the negative value to make...

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