Asset Blueprint Allocator

Enter what you hold in each of the six book buckets to see which portfolio milestone you have reached and the gap to a $2.5M Q4 portfolio.

Your Current Holdings

ETFs target 40%

Money Markets target 20%

Individual Stocks target 20%

High-Yield Savings target 5%

Crypto target 5%

Businesses target 10%

Portfolio Milestone Reached

$55,000 total portfolio

$55K

$250K

$1M

$2.5M

Your Total Portfolio

$55,000

across all six buckets

Gap to Q4

$2,445,000

to reach $2.5M

Your Mix vs the Book Blueprint

To Reach Q4, Each Bucket Needs

💡 Allocation Read

Asset Blueprint Allocator

The Asset Blueprint Allocator turns a portfolio into the deliberate mix the book lays out. You enter your total portfolio and set the weight for each bucket, ETFs, individual stocks, crypto, cash, and business buying, and it returns the dollar amount in each, your largest holding, and your crypto exposure. Use it when your money is scattered and you want a clear target allocation to rebalance toward. Seeing the weights in dollars rather than percentages makes the blueprint concrete, and it keeps speculative buckets like crypto in the small, deliberate slice they belong in.