Asset Allocation Calculator

Determine optimal asset allocation based on age and risk tolerance.

Your Profile

Your Age

years

Risk Tolerance

Target Portfolio Value

Stocks / Equity Funds

Bonds / Fixed Income

Cash / Money Market

Real Estate / REITs

Alternative Investments

Current Portfolio Value

$100,000

Expected Return: 7.9% annually

Stocks60.0% / 75.0%

Bonds30.0% / 15.0%

Cash5.0% / 5.0%

Real Estate5.0% / 5.0%

Alternatives0.0% / 0.0%

Current Recommended

Stocks+$15,000

Bonds-$15,000

Stocks Allocation

60.0%

Bonds Allocation

30.0%