BRENT KESSEL, CFP & SPENCER SHERMAN, CFP,MBA
 
 

The tool below will help you build a diversified Rainbow Portfolio with mutual funds or ETFs of your choice. Please enter the value of your investment assets (either the account you wish to rebalance, or your portfolio as a whole) and the amount you wish to allocate to bonds. You can then enter the amounts you currently own in various asset classes in your portfolio, and the calculator will create a handy list of buys and sells to help you rebalance your accounts into a Rainbow Portfolio.

Total Investment Assets $ Bond Allocation %
 

Need help filling this in? Click to access the bond allocation form.

 
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* We assume the age at death to be 100 years old.

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Target Allocation
Current Allocation
 
 
  Asset Class Target % Target Amount
Current %

Current Amount
Amount to Buy/Sell
US Large Growth 16% $ 000,000 $ $ 000,000
US Large Value 16% $ 000,000 $ $ 000,000
US Small Growth 9% $ 000,000 $ $ 000,000
US Small Value 9% $ 000,000 $ $ 000,000
Intl Large Value 11% $ 000,000 $ $ 000,000
Intl Small Growth 5% $ 000,000 $ $ 000,000
Intl Small Value 5% $ 000,000 $ $ 000,000
Emerging Markets Large 3% $ 000,000 $ $ 000,000
Emerging Markets Small 4% $ 000,000 $ $ 000,000
Emerging Markets Value 4% $ 000,000 $ $ 000,000
US Real Estate 7% $ 000,000 $ $ 000,000
Intl Real Estate 5% $ 000,000 $ $ 000,000
Commodity Linked Fund 6% $ 000,000 $ $ 000,000
Bonds 40% $ 000,000 $ $ 000,000
Other $ 000,000 0% $ 000,000 $ 000,000
  Total 100% $ 000,000 100% $ 000,000  
 
 

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