OptimizationTemplateInteractive tool
Capital Allocation Worksheet
Decide where the next dollar goes — reserves, debt, market assets, real estate, or the business.
Once the fundamentals are in place, returns come from allocation discipline. This worksheet scores each destination for the next dollar against risk, liquidity, and time horizon.
What’s inside
- Destination scoring by return, risk, and liquidity
- Reinvestment vs. distribution decisions
- Debt paydown compared against expected returns
Educational framework only — not investment advice.
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