momopi
Well-known member
Rather than posting individual threads, I thought it may be better to consolidate.
Post tools and resources that you use to make your investment decisions here!
Tools that I've used recently:
https://testfol.io/ - back testing tool and alternative to https://www.portfoliovisualizer.com/
www.barchart.com
https://investor.vanguard.com/investor-resources-education/education/model-portfolio-allocation - I'd print out the chart on this page and tape it to the wall
https://www.bankrate.com/banking/savings/compound-savings-calculator/ - remember to set to "compound annually" for assets with annual returns
https://www.journalofaccountancy.com/news/2023/jul/the-new-529-rollover-roth-ira.html - detailed rules on 529 to Roth IRA rollover
https://www.sumgrowth.com/SectorSurfer.aspx - Credit to Liar Loan for this. I'd suggest using IRA/tax advantaged account so you don't generate taxable event when you sell/rotate. Stay away from 3x leveraged funds!
Other tools and resources of interest: (some require $)
https://legacy.portfoliovisualizer.com/ - free but capped to 10 years for back testing
ficalc.app
firecalc.com
projectionlab.com
www.bogleheads.org
www.bogleheads.org
www.bogleheads.org
www.bankrate.com
www.bankrate.com
www.bankrate.com
www.bankrate.com
www.bankrate.com
Post tools and resources that you use to make your investment decisions here!
Tools that I've used recently:
https://testfol.io/ - back testing tool and alternative to https://www.portfoliovisualizer.com/
Stock Market Quotes, Stock Charts, Market News - Barchart.com
Today's stock market analysis with the latest stock quotes, stock prices, stock charts, technical analysis & market momentum.
www.barchart.com
https://www.bankrate.com/banking/savings/compound-savings-calculator/ - remember to set to "compound annually" for assets with annual returns
https://www.journalofaccountancy.com/news/2023/jul/the-new-529-rollover-roth-ira.html - detailed rules on 529 to Roth IRA rollover
https://www.sumgrowth.com/SectorSurfer.aspx - Credit to Liar Loan for this. I'd suggest using IRA/tax advantaged account so you don't generate taxable event when you sell/rotate. Stay away from 3x leveraged funds!
Other tools and resources of interest: (some require $)
https://legacy.portfoliovisualizer.com/ - free but capped to 10 years for back testing
FI Calc
FIRECalc: A different kind of retirement calculator
ProjectionLab - Modern Financial & Retirement Planning Tools
Simulate your financial future. Modern financial and retirement planning tools to plan for early retirement, financial independence, and more.
projectionlab.com
Rebalancing - Bogleheads
Tax-efficient fund placement - Bogleheads
Assessing risk tolerance - Bogleheads
Investing Calculators - Bankrate.com
Bankrate.com's calculators can help you reach your savings and retirement goals.
Compound Interest Calculator | Bankrate
Calculate your savings growth with ease using our Compound Interest Calculator.
Investment Calculator
Use Bankrate.com's free tools, expert analysis, and award-winning content to make smarter financial decisions. Explore personal finance topics including credit cards, investments, identity protection, autos, retirement, credit reports, and so much more.
Return on Investment Calculator
Bankrate.com provides a FREE return on investment calculator and other ROI calculators to compare the impact of taxes on your investments.
Simple Savings Calculator | Bankrate
Use Bankrate.com's free tools, expert analysis, and award-winning content to make smarter financial decisions.
Last edited:
:max_bytes(150000):strip_icc()/GettyImages-849890764-0160b14211c94645b31e93fcad87e916.jpg)
:max_bytes(150000):strip_icc():format(webp)/dotdash_Final_Is_Warren_Buffetts_90_10_Asset_Allocation_Sound_Oct_2020-01-2b05c3eace5c47f6b0867238e0682581.jpg)