Quick: A tool to help with allocation and rebalancing

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keaton
Posts: 109
Joined: Wed Nov 11, 2015 5:24 pm

Quick: A tool to help with allocation and rebalancing

Post by keaton » Sat Aug 05, 2017 7:55 am

I have been searching around and can't seem to find a simple percentage calculator for asset allocation. I am about to start adding international and wanted to know how much to buy to meet my desired percentage. I can just buy until vangaurd calculator is correct, but that doesn't seem efficient.

Thanks!

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BolderBoy
Posts: 3907
Joined: Wed Apr 07, 2010 12:16 pm
Location: Colorado

Re: Quick: A tool to help with allocation and rebalancing

Post by BolderBoy » Sat Aug 05, 2017 8:58 am

keaton wrote:I have been searching around and can't seem to find a simple percentage calculator for asset allocation. I am about to start adding international and wanted to know how much to buy to meet my desired percentage. I can just buy until vangaurd calculator is correct, but that doesn't seem efficient.

Thanks!
What are your desired percentages and maybe someone will walk you through how to do it?
"Never underestimate one's capacity to overestimate one's abilities" - The Dunning-Kruger Effect

whonoze
Posts: 51
Joined: Mon Dec 28, 2015 9:16 am
Location: Chicago & Miami

Re: Quick: A tool to help with allocation and rebalancing

Post by whonoze » Sat Aug 05, 2017 9:09 am

keaton wrote:I have been searching around and can't seem to find a simple percentage calculator for asset allocation. I am about to start adding international and wanted to know how much to buy to meet my desired percentage. I can just buy until vangaurd calculator is correct, but that doesn't seem efficient.

Thanks!
There are multiple calculators available on the wiki. Several do exactly what you're looking for.:
https://www.bogleheads.org/wiki/Tools_and_calculators
Just my two cents | Worth about what two cents can buy nowadays

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