17. Dave Ramsey's four equal parts
Account$97,672
Return−2.33%
vs S&P 500+1.76%
Worst drop−3.96%
What it does
Dave Ramsey suggests splitting investments equally between four kinds of stock funds: growth and income, growth, aggressive growth and international. They are represented by a value fund, a growth fund, a small-company fund and a foreign-stock fund. Back to equal parts once a year.
Account value
Dave Ramsey's four equal partsS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EFA | 241 | $101.89 | $24,555 | 25.14% |
| IWM | 90 | $273.67 | $24,630 | 25.22% |
| VTV | 111 | $223.01 | $24,754 | 25.34% |
| VUG | 283 | $82.17 | $23,254 | 23.81% |
| Cash | $478 | 0.49% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | VUG | 283 | $88.13 | $24,941 | $12.47 |
| 2026-10-22 | Buy | EFA | 241 | $103.26 | $24,886 | $12.44 |
| 2026-10-22 | Buy | VTV | 111 | $224.44 | $24,913 | $12.46 |
| 2026-10-22 | Buy | IWM | 90 | $274.81 | $24,733 | $12.37 |