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Invest module · the Graham framework

Investment Allocation Calculator

A portfolio with discipline. Shape the target allocation on the Calculator, snapshot today's holdings in My As-Is, and Compare the risk.

Scenario

Your holdings

The ballast. Graham's floor is 25%.
Total-market or S&P fund — your equity core. Floor 25%.
Cash / short bonds — dry powder for bargains.
Speculative$0
Auto-price connects to live quotes in production · enter last price manually here
TickerSharesPriceValue
Calculator · total invested
$0
The left column is example data. Set up My As-Is → to compare your real numbers.
My As-Is Today
Bonds0%
Index0%
Opportunity0%
Speculative0%
Rules followed0/4
Calculator Target
Bonds0%
Index0%
Opportunity0%
Speculative0%
Rules followed0/4
Discipline · rules followed
0/4 → 0/4
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How it works

A portfolio with discipline

Investing well is less about picking winners than holding a sensible mix. This investment allocation calculator splits your monthly contribution across bonds, index funds, individual stocks, and a small speculative slice, then checks it against time-tested allocation rules.

The guardrails

Drawing on Benjamin Graham’s classic guidance, it keeps bonds and index funds each at a quarter or more, caps individual stocks, and limits speculation to a small share — guardrails that curb the urge to over-concentrate. One click applies a balanced 30/45/15/10 split.

Your real monthly contribution

The amount invested is not hypothetical — it is your 401(k) from the Income calculator plus the brokerage amount from your Budget, divided across your chosen allocation, so the plan reflects what you are truly putting in.

It connects to the rest

Change your 401(k) in Income or your brokerage line in Budget and the contribution here updates automatically.

Set the mix, then keep it there

Markets drift, and last year’s winners quietly grow into an oversized, riskier slice of a portfolio. The discipline these guardrails encourage is periodic rebalancing — trimming what has run up and topping up what lagged — so your allocation keeps matching your plan instead of the market’s mood.

Where new money lands

Your monthly investing amount flows into the Opportunity reserve as dry powder rather than being auto-split across the whole portfolio — you decide when to deploy it on a rebalance. 401(k) contributions arrive separately from the Income module and stay tagged as retirement. Budget reads the same planned figure, so your savings rate reflects what you actually intend to invest.

Frequently asked questions

What is asset allocation?
It is how you divide your investments across types such as bonds, index funds, and stocks. Allocation is the main driver of a portfolio’s risk and long-run return.
What is a good allocation for me?
It depends on your age, goals, and tolerance for risk. This tool offers classic guardrails to keep a mix balanced; it does not give personal investment advice.
What are the Graham allocation rules?
A disciplined frame from Benjamin Graham: keep bonds at 25% or more, index funds at 25% or more, individual stocks under 75%, and speculation under 10%.
How much should I invest each month?
Commonly whatever fits after essentials and an emergency fund. Enter that amount as your monthly investing and it lands in the Opportunity reserve as dry powder until you deploy it; your 401(k) flows in separately from the Income calculator, so the total reflects your real plan rather than a guess.
Should I buy individual stocks or index funds?
Index funds give instant diversification at low cost; individual stocks add concentration risk. The guardrails cap both extremes so neither dominates.
What is the speculative slice?
A small share, kept at 10% or less, for higher-risk bets — sized so that a loss there cannot sink the rest of your plan.
The CuraMoneta system

Useful on its own. Powerful together.

This calculator works on its own — but it shares your numbers with eight more. Together, they become a command center for your whole financial picture.

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