BOXX aims to defer gains and get LTCG treatment. SGOV holds T-bills and pays ordinary income. This calculator focuses on the tax dimension of that difference.
A calculator to calculate how exactly to rebalance your portfolio of multiple assets. Shows you how much to buy and sell of each.
An interactive widget illustrating the inferiority of the “buy the dip” idea. The model gives the dip buyer perfect timing, deploying cash at the exact bottom.
Here’s an interactive tool illustrating DCA vs. LSI. It uses 100 years of U.S. stock market returns data and looks at every rolling 10-year period.
An investment calculator to calculate end value, contributions necessary, starting amount, return rate, or investment length required.
The Rule of 72 is a formula to illustrate financial compounding. Here I explore what it is, how it works, how to use it, a calculator, and examples.
Here’s how to calculate investment returns in the form of ROI and CAGR to see your portfolio’s performance.
I always try to “front load” my 401k contributions each year. After not being able to find any calculator or formula online for this, I created my own.