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

  Portfolio Mix
  Single Future Value
  Periodic Future Value
  IRA Distributions

  Mortgage Qualification
  Mortgage Refinancing

  Net Worth
  Cash Flow


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