This calculator is based on"Just-the-Basics" investment strategy. Upon selecting your life-phase and investing temperament


Portfolio Mix Calculator
This calculator is based on"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.
Amount you have to invest:
Financial Phase/Age:
Investing Temperament:
The Daredevil. You are the most aggressive of all the investor types. You enjoy the "fast lane," are very comfortable playing the markets on a short-term basis and have plenty of self-confidence. You love the opportunity to make a lot of money quickly. You resist the idea of diversifying into more prudent investments. You like to wheel and deal.

Amount to invest in Stocks:	or
Amount to invest in Bonds:	or
Asset Allocation Using Just-the-Basics & Vanguard Funds
Fund 81: International Growth:	or
Fund 98: Index: Extended Market:	or
Fund 40: Index: S&P 500:	or
Fund 84: Index: Total Bond Market:	or