Chapter 9 · Hitting A Financial Grand Slam

Asset Allocation Map

Map your current portfolio against targets you choose. No target allocation is preselected—your targets depend on your goals, timeline and risk tolerance.

Review date (optional)

Date of this review

Current vs. target allocation

U.S. stocks (large cap)

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

U.S. stocks (small / mid cap)

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

International stocks

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

Bonds / fixed income

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

Real estate / REITs

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

Cash / cash equivalents

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

Alternative investments

Current %0.0%

Target $—

Adjust $—

Gap (pp)—

Total portfolio$0.00

Target total0.0%

Target checkEnter target percentages

Positive adjustments are amounts to add; negative are amounts to reduce. Gap is target minus current, in percentage points. Use current values, including holdings inside retirement and brokerage accounts, and break target-date funds into their underlying classes.

Wealth acceleration targets

Total invested assets (from above)

Current$0.00

1-yr change—

3-yr change—

Annual contribution amount

1-yr change—

3-yr change—

Number of income streams

1-yr change—

3-yr change—

Net worth

1-yr change—

3-yr change—

Net worth is a separate figure and can be negative (type a minus sign). This is a planning map, not an instruction to trade—review taxes, transaction costs and account rules before making changes.

Educational planning tool; not personalized financial advice. Nothing you type is saved or sent anywhere — use Save as PDF to keep a copy.