Asset Allocation Calculator
Determine optimal asset allocation based on age and risk tolerance.
Your Profile
years
$
Current Holdings
$
$
$
$
$
Current Portfolio Value
$100,000
Expected Return: 7.9% annually
Current vs Recommended Allocation
Stocks60.0% / 75.0%
Bonds30.0% / 15.0%
Cash5.0% / 5.0%
Real Estate5.0% / 5.0%
Alternatives0.0% / 0.0%
Current Recommended
Rebalancing Suggestions
Stocks+$15,000
Bonds-$15,000
Stocks Allocation
60.0%
Bonds Allocation
30.0%