Mutual Fund Portfolio Investment Calculator

NEW FEATURE ADDED: "Number of shares" of each fund to purchase is now shown.

The shares were based on the NAV of each fund held in the model portfolio when the $ investment breakdown was calculated.

This provides a more accurate distribution since the calculations must be based on the prior market day’s results and share prices may differ significantly on the day of purchase (but shares will be unchanged).

This can also be helpful for portfolio rebalancing. Putting the current market value of your personal portfolio holdings into step 1 and selecting the matching portfolio in step 2 will provide you with the share balances needed to match the Newsletter portfolio’s percentage holdings.

Please enter the dollar amount to invest in our Mutual Fund Portfolios below:

Step 1: $ Amount to Invest: (omit commas) Step 2: Invest Into Portfolio: or*Into Multiple Portfolios *If investing into Multiple Portfolios:
   - Enter the total dollar amount of investment in Step 1.
   - Check the Into Multiple Portfolios box.
   - Click on Submit to proceed to the next screen.

Important Note About Trades: Announced trades will not be reflected in the calculator's portfolio balances until the market day following the trades. This is because fund prices are not known until market close on the day of the trades, and affects the number of shares that will be purchased.