This is a tool to help establish and maintain a Three-fund portfolio.
A three-fund portfolio is a portfolio which uses only basic asset classes — usually a domestic stock "total market" index fund, an international stock "total market" index fund and a bond "total market" index fund
In particular, this tool will help you compute how to invest a Windfall.
A windfall is a significant amount of money that you receive unexpectedly. Windfalls range from small additions to wealth to large fortunes. Because they can mean huge changes in a recipient's life, psychological and emotional factors are often the most important determinants of outcome.
Fields marked with a (#) are to be edited. Duplicate this template (here’s how) to your Notion workspace to get started.
<aside> 💡 This row and only this row will be used in calculations below. Do not delete this row.
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<aside> 💡 Input your current balance for each security, and the desired percentage you wish to hold long-term.
Not sure where to start? Check out Choosing your asset allocation.
64/16/20 allocation (Source)
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<aside> 💡 Based on your current balance, the windfall, and your ideal percentage, we compute how much of the security you should buy (or sell if negative).
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