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Portfolio Mix Calculator
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This calculator is based on Sound
Mind Investing
author Austin Pryor's "Just-the-Basics" investment strategy. Upon
selecting your life-phase and investing temperament, this calculator
will not only tell you the exact portfolio mix you should strive for,
but it will even calculate the specific dollar amounts based on the
amount of money you have available for investing.
Instructions: Enter the amount of money you
have available for investing, select your life phase and then your
investing temperament. Upon changing any of the three variables the
calculator will automatically recalculate.
Note: Note: Other than decimal points,
do not enter any other non-numeric characters (commas, dollar signs,
percent signs, etc.) in the entry boxes. Doing so will cause a JavaScript
error.
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| Amount you have to invest: |
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| Financial Phase/Age:
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Investing Temperament:
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| Amount to invest in Stocks: |
or
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| Amount to invest in Bonds: |
or
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Asset Allocation Using Just-the-Basics
& Vanguard Funds
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| Fund 81:
International Growth: |
or
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| Fund 98:
Index: Extended Market: |
or
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| Fund 40:
Index: S&P 500: |
or
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| Fund 84:
Index: Total Bond Market: |
or
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