You should generate a new Excel sheet which contains the summary of previous sections. Each of the column should represent the value of each section. The, the sum of it is your total worth.
Just like before, you should calcualte quarterly and annual growth of your total financial profolio. Now you can tell me whether you are happy or sad about the performance of your financial profolio. If you can double your asset every 2-3 years, you should be very happy.
Now, take this and find a financial adviser to review this. You should interview couple of financial advisors, show them your performance, and ask them what they would do to adjust your financial strategy. Find the one that you are comfortable with, and ignore the one that gives you very rosy picture of future growth. Ask your financial advisor whether they have similar tracking of their financial performance, and ask them to show you how their strategy works for them.
Having fun !
