Our sons’ RESPs are very similar to the Sleepy Mini portfolio and I rebalance them every year when making a lump-sum contribution. In the past years, I used a desk calculator, pencil and paper to figure out how to divide the new contribution among the four TD e-Series index funds. This year, I finally got around to creating a simple spreadsheet to do the calculation for me and thought that you may find it useful as well.
The spreadsheet is fairly self-explanatory. First, save the spreadsheet in your local directory. Now edit grey cells (circled in red in the image below) to reflect your holdings and asset allocation targets.
You also need to edit the yellow cells to show how much new money you are adding (circled in red in the image below) and the current value of each of your holdings (circled in blue in the image below).
The green cells show how much of each holding you should buy (or sell) to bring your allocation back to target.