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In this video, Rob Berger introduces a free investment tracking spreadsheet that is easy to use and helpful for tracking investments and rebalancing portfolios. The spreadsheet was first written about in 2014 on his personal finance site and is still widely available. It consists of two sheets - one for investments and one for holdings. You can find a copy of it on Dough Roller net. Remember the important note in red before starting. Subscribe for more videos like this.
