Custom Asset Allocation Calculator
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Inputs (highlighted cells)Output Best-in-Class ETF Portfolio with Rounded Allocations (Updated to 2019 Recommendations)
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Portfolio (1=UB&H, 2=All Val., 3=All SCV)1US LCBUS LCVUS SCBUS SCVUS REIT
Intl LCB
Intl LCV
Intl SCB
Intl SCV
Em. Mkt
ST Treas. or Tax-Ex.IT Treas.ST TIPS or IT Tx-Ex.
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Taxable (0=no, 1=yes)?0VTIRPVIJRSLYVVNQVEAEFVFNDCDLSDGSVGSHSPTIVTIP
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Equities (Stocks) %60%6.00%6.00%6.00%6.00%6.00%6.00%6.00%6.00%6.00%6.00%12.00%20.00%8.00%
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Fixed Inc. (Bonds) %40%Rounded Equities Percent of Total: 60%Rounded Fixed Income Percent of Total: 40%
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US %50%Rounded US Percent of Equities: 50%Rounded International Percent of Equities: 50%
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Ex-US %50%
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# of % Dec. Places to Round to1
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0.10%
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Resulting Equties %
60.00%
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Resulting FI %
40.00%
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Resulting US Eq %
50.00%
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Resulting Intl Eq %
50.00%
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