Bogle3

A simple, free calculator for the Bogleheads 3-fund portfolio.

Live at: https://narkeeso.github.io/bogle3/

What It Does

Enter your investment amount and get exact dollar amounts for the classic 3-fund portfolio:

• US Total Stock Market (VTI, VTSAX, SWTSX, FSKAX, ITOT)
• International Stock Market (VXUS, VTIAX, SWISX, FTIHX, IXUS)
• Total Bond Market (BND, VBTLX, SWAGX, FXNAX, AGG)

Select your broker to see the recommended funds for each category.

How It Works

1. Enter your investment amount
2. Enter your age to auto-set stocks/bonds (or adjust manually)
3. Set International % of stocks (20-40% recommended)
4. Select your broker to see the recommended funds
5. Purchase shares at your broker to match the dollar amounts

Features

• Age-based allocation - Uses "age in bonds" rule as starting point
• Broker selection - Choose from Vanguard, Schwab, Fidelity, or iShares equivalents
• LocalStorage persistence - Your preferences are saved automatically
• Mobile-friendly - Collapsible info section for small screens
• Two-layer allocation - Set stock/bond split, then international % within stocks

Tech Stack

• Alpine.js (via CDN)
• Tailwind CSS (via CDN)
• Vanilla JavaScript
• LocalStorage for persistence

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Not financial advice. Invest at your own risk.