Portfolio Mix

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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  Tax Estimator

  Loan Amortization
  Loan Comparison
  Missing Loan Term
  Debt  Consolidation

  Portfolio Mix
  Compounding Interval
  Single Future Value
  Periodic Future Value
  Savings Time
  Savings Goal
  Lump Sum Savings
  Retirement Savings
  IRA Distributions
  College Funding

  Mortgage Qualification
  Bi-Weekly Mortgage
  Mortgage Refinancing
  Payoff Goal
  Rent vs. Buy

  Net Worth
  Cash Flow
  Expense Percentage
  Wage Conversion
  Irregular Payments
  Credit Card Payment
  Debt Investment
  Average Interest Rate
  Real Hourly Wage
  Lifetime Earnings
  Generic Savings
  Car Cost Comparison
  Transportation Savings


Amount you have to invest:


Financial Phase/Age:
Investing Temperament:




Amount to invest in Stocks: or
Amount to invest in Bonds: or

Asset Allocation Using Just-the-Basics & Standard Investment Funds


International Growth: or
Index: Extended Market: or
Index: S&P 500: or
Index: Total Bond Market: or
Copyright 1998-2001 Daniel C. Peterson, All Rights Reserved