Allocation Calculator

Turn any amount into
whole-share baskets

Enter what you’re investing and the calculator returns the exact share counts for each position at live prices — whole shares only, in the same ratio the model book holds. No fractional shares, no guessing, and it tells you what is left over as cash.

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Safe Growth · cost per basket
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High Risk · cost per basket
15
Positions priced live
30s
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Live position prices
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Safe Growth
High Risk
Safe Growth — Entry: $1,920/unit (Jan 22, 2026). Diversified across AI, energy, gold, bonds, and emerging markets. Calculator uses whole-share model baskets, not fractional shares. Buy complete baskets to keep the published ratio; uninvested remainder remains cash.
High Risk — Entry: $1,018/unit (Jan 22, 2026). Rotated Jul 14, 2026 into SOXL/TQQQ/MSTR, then deployed the cash sleeve 50/50 into Bloom Energy (BE) and Nebius (NBIS) on Jul 31 for AI power + compute bottleneck exposure. Calculator uses whole-share model baskets, not fractional shares. Buy complete baskets to keep the published ratio; uninvested remainder remains cash. Higher volatility, higher upside potential.
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How the basket method works

1

One basket = the model ratio

Each book has a fixed whole-share ratio — the smallest set of shares that reproduces the published weights. Safe Growth is 1 ETN, 1 NVDA, 1 MSTR, 1 NUGT, 1 PPA, 3 URA, 3 XLE, 2 EWW, 3 INDA, 4 TMF. High Risk is 2 SOXL, 4 TQQQ, 4 MSTR, 1 BE, 1 NBIS.

2

Your amount buys whole baskets

The calculator divides what you enter by the live cost of one basket and rounds down. Buying complete baskets is what keeps your weights identical to the model — and your return with it, whatever size you invest at.

3

The remainder stays cash

Whatever will not fill another whole basket is shown as uninvested remainder. That is whole-share rounding, not a cash position in the model. Use a multiple of the basket cost to keep it near zero.

Prices are live and refresh about every 30 seconds while the US market is open. Nothing on this page is financial advice or a recommendation to buy or sell any security. Past performance does not guarantee future results.