Investing for Kids [Template + Demo]

Get your Kids’ ETF Investment Accounts template in your inbox!

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I have been investing for my sons, nephews and nieces since 2016.

But I didn’t open a brokerage account for each of them. That would be too many things to manage (and fees to pay).
 
Instead, I created a spreadsheet that I use to track each child’s investment as part of my own portfolio of index ETFs. We contribute to each child’s account each year, and for their birthday, we print an investment report that we give to the child (and his/her parents).
 
To make it easier for you, here you can get access to the template I have developed so that you can start similar investment plans for your kids, nieces and nephews :-)

You’ll also receive the recording of a presentation where I explain my method and how to use the template.

PS: when you get access to the spreadsheet, download it or make a copy to your own drive. Then you will be able to edit it.

Get the template here

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