Fund Upgrading Calculator

Use this calculator to determine the proper allocations for each fund in our Fund Upgrading strategy.

 

1. Enter the amount you want to invest:

Note: Other than decimal places, do not enter any other non-numeric characters (i.e. dollar signs or commas).

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2. Pick your season of life:

Note: Your choice here along with your temperament choice, will determine the allocation amounts below. The need for growth decreases as you approach retirement.

3. Choose your investing temperament:

Note: Click on the temperament identified when you took our online quiz. Don't worry if the descriptions don't fit you perfectly.  Just look for the termperament you most closely identify with.

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Here’s how much to allocate to each recommended fund slot on the Fund Recommendations page.

STOCKS

 
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BONDS

 
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