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ETF Trading Activity Log Template


I recommend you modify the action log to meet your investment and presentation requirements.
Download File: MS Excel: pics/bsmt-worksheet.xls

It's important to keep a log of all investment actions. The action noted are simple and straight forward. There is no need to keep a long history, it's just part of our investment homework. Again, this is a simple exercise to keep you on top of your investment portfolio.

see Active Model Portfolio for a log example

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