Interactive Calculator
Merriman Aggressive Target Date Glidepath
See the detailed asset allocations of the Merriman Aggressive Target Date glidepath — or customize it with your own target date and US/International mix.
Open Google SheetIf you want to see the detailed asset allocations of the Merriman Aggressive Target Date glidepath — or want to customize it for yourself — this calculator will help. To see the standard allocation, just open the Google Sheet. If you want to customize the US/International mix or set your own retirement target date, you'll need to make a personal copy to your own Google Drive account.
It uses the best-in-class ETFs for each of the asset classes, but you could implement it using mutual funds or other fund combinations as well.
How It Works
Four steps to customize your glidepath
1
Make a copy to your personal Google Drive
Open the Google Sheet
, then go to File → Make a copy
to save it to your own Google Drive.
Important:
Don't ask for permission to edit the master. If we grant editing access to the master document, everyone will see your edits and you'll be competing with other users to set it up the way you want.
2
Read the Overview sheet
The Overview tab explains where you'll find the asset allocations and where you can customize the target date and geographic (US/International) allocations.
3
Enter your custom values
Enter your custom target date or geographic mix numbers in the highlighted cells
on the "Custom Date Allocation" and "US|Intl, Eq|FI Customizer" tabs.
4
View your personalized allocation
Find the resulting asset allocations for today's date on the "Custom Date Allocation"
tab.
Ready to explore your glidepath?
Open the calculator in a new tab and make your copy to get started.
Open the Calculator