1. Assess Your Current Position
Input your real (or target) investments. This tracker adapts based on the risk profile of your assets[citation:10].
Interactive Portfolio & Risk Profile
| Asset Name | Type | % of Portfolio | Risk Level | Action |
|---|---|---|---|---|
| Select |
Real Asset Guide[citation:10]
Use these real examples to build your portfolio.
Growth (High Risk)
For long-term wealth building.
Examples: VTI, VOO, QQQ, Sector ETFs (ARKK, ICLN)
Income (Medium Risk)
For stability and dividends.
Examples: SCHD, VYM, Bond ETFs (BND, AGG)
Stability (Low Risk)
For capital preservation.
Examples: Treasury Bills, High-Yield Savings, Money Markets
2. Build Your Target Strategy
Choose a strategy that matches your goal timeline and risk comfort.
Aggressive Growth
Timeline: 15+ years
Balanced
Timeline: 7-15 years
Conservative Income
Timeline: <5 years
3. Calculate Your Liberty Path
This calculator uses real compounding math. Input your numbers to see your projection[citation:9].
Input Your Plan
Your Projection
Key Actions to Accelerate:
- Increase monthly contribution by 5% annually.
- Reinvest all dividends and interest.
- Rebalance portfolio once per year.
Your Real 7-Day Action Plan
Follow these specific steps this week to launch your real financial plan.
Complete the Risk Assessment above.
Choose your Target Strategy.
Open a brokerage account (Fidelity, Vanguard, etc.).
Set up automatic monthly deposit.
Make your first investment in a broad-market ETF.
Use the Calculator to set a 12-month review date.
Review your plan and commit to the process.