Three-fund portfolio calculator

This WebApp helps to compute investments to the base index funds.


In the book The Bogleheads' Guide to the Three-Fund Portfolio authors recommend investing in three main index funds.

We want funds that are diverse, uncorrelated, and have minimal possible fees.

Authors propose to use:

or similar.

They suggest the following numbers as a baseline:

VBTLX: Your age - 20
VTIAX: 20%
VTSAX: 120% - VTIAX% - (your age)%

You can use the above values or increase the bond component if you are risk-averse and decrease otherwise.

Before

IndexInvestedInvestedTarget
VBTLX
0.00
VTIAX
0.00
VTSAX
NaN
Total0NaN0.00

Investment

After

IndexInvestmentResultResult
VBTLX000
VTIAX000
VTSAX000
Total00 0