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Portfolio Toolbox - Free Online Personal Finance Tools
Portfolio Toolbox

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Symbol Value Shares Price
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
2020/08/12
$134,296.97
$1,789.34
$83.31
$1.11 +1.35%
Vanguard Total World Stock Index Fund Admiral Shares
VTWAX
2020/08/12
$32,685.72
$485.15
$28.97
$0.43 +1.51%
Vanguard Long-Term Treasury Index Fund Admiral Shares
VLGSX
2020/08/12
$23,403.19
$-199.79
$33.97
$-0.29 -0.85%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
2020/08/12
$71,493.07
$-698.63
$12.28
$-0.12 -0.97%
Vanguard Prime Money Market Fund
VMMXX
2020/08/12
$3,288.82
$0.00
$1.00
$0.00 +0.00%
Add symbol
Total
$265,167.77
up $1,376.07 (+0.52%)
StyleValueAllocation
Bonds $94,896.2635.79%
Cash $3,288.82 1.24%
International $32,685.7212.33%
Stocks $134,296.9750.65%

A new take on rolling returns...

20192018201720162015
50.30% 6.50% 38.83% 27.36% 10.11%
32.70% 4.10% 23.84% 23.49% 6.89%
32.10% 0.80% 22.98% 22.75% 6.60%
31.50% -0.30% 22.14% 18.85% 5.92%
29.40% -2.20% 22.08% 16.69% 4.70%
29.00% -4.40% 21.82% 16.29% 3.40%
27.90% -8.40% 21.01% 13.85% 1.37%
27.60% -12.50% 13.49% 11.95% -1.56%
26.40% -13.00% 12.11% 6.03% -2.56%
24.60% -13.30% 10.90% 5.38% -4.84%
20.80% -14.70% -1.01% 3.40% -8.38%
11.80% -18.10% -1.25% -2.69% -21.12%

Backtesting

How much money will you have?

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?

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

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 will allow you to retire sooner with more money in your pocket. 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.