Portfolio Toolbox

Portfolio Toolbox

Track your portfolio

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SymbolValueSharesPrice
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
2022/05/26
$159,234.84
$3,224.03
$98.78
$2.00 +2.07%
Vanguard Total World Stock Index Fund Admiral Shares
VTWAX
2022/05/26
$36,792.59
$620.54
$32.61
$0.55 +1.72%
Vanguard Long-Term Treasury Index Fund Admiral Shares
VLGSX
2022/05/26
$16,796.28
$-62.00
$24.38
$-0.09 -0.37%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
2022/05/26
$51,407.47
$291.10
$8.83
$0.05 +0.57%
Vanguard Federal Money Market Fund
VMFXX
2022/05/26
$3,378.93
$0.00
$1.00
$0.00 +0.00%
Add symbol
Total
$267,610.12
up $4,073.66 (+1.55%)
StyleValueAllocation
Bonds $68,203.7625.49%
Cash $3,378.93 1.26%
International $36,792.5913.75%
Stocks$159,234.8459.50%

Backtesting

How does your portfolio stack up?

Antique scale

A new take on rolling returns...

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YTD
2022/05/26
2021202020192018
59.46%53.91%57.06%50.97%9.00%
2.74%40.09%35.68%34.51%7.46%
-4.79%31.63%34.14%31.77%-0.82%
-4.88%30.29%21.77%31.47%-3.03%
-11.69%28.36%17.92%31.11%-4.41%
-14.38%16.37%11.64%30.01%-5.89%
-15.30%9.46%9.70%28.67%-7.05%
-19.92%8.73%7.52%27.97%-14.65%
-21.23%8.34%-2.30%26.85%-14.91%
-27.06%4.75%-4.42%22.65%-15.59%
-30.54%1.92%-4.87%12.39%-22.74%
-35.48%-9.50%-32.57%9.85%-24.84%

Retirement Calculator

Who wants to be a millionaire?
Time in the market is more important than timing the market.

Should you start collecting Social Security at 62?

Social Security card

How much are you paying to invest?

Compound interest is the 8th wonder of the world. - Albert Einstein

How are bonds priced?

Cash and U.S. Savings Bonds

How did you get started?

Highway 24

What's your strategy?

financial planning investing options Strategies rebalancing defer taxes buy & hold long term asset allocation buy low, sell high hedging swing trading covered calls wheel strategy

Portfolio Toolbox is a collection of personal finance tools and investment ideas to help you make informed choices about your long-term finances. This site is targeted to Do It Yourself™ investors or someone wanting to become a DIY investor. If you can invest a few hours / days of your time to learning about investing, it can help you make better choices that may allow you to retire sooner with more money. Thanks for stopping by and we hope you enjoy the site.

Past performance is no guarantee of future returns. Increased risk provides no guarantee of return.