Portfolio Mix Calculator

Add as many holdings as you want — different funds, different payout rates — and see how the whole mix grows together, not just one at a time. Save up to 5 mixes, then compare them side by side in your account.

Patience
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Holding 1

What do you want to know?
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Create a free account to save this mix.

What this assumes:
  • Your total starting balance and monthly contribution are split across your holdings by the percentages you set — if they don't add up to 100%, we scale them proportionally so the math still works.
  • Each holding uses the payout rate you enter for it, the whole way through — this doesn't guess whether any rate goes up, goes down, or a fund's price changes over time.
  • Holdings with different pay frequencies (monthly vs. semi-monthly) are lined up on a shared monthly timeline so the combined total makes sense — see the glossary for what "frequency" means.
  • Goal mode checks the combined income across every holding, not any single one — a mix can hit a goal that no individual holding would reach alone.