Asset Allocation Calculator
Calculate optimal asset allocation for your investment portfolio. Balance risk and return based on your financial goals, age, and risk tolerance.
Step 1: Investor Profile
45 years
6/10
15 years
Investment Guidelines
Conservative portfolios typically have 70% bonds, 20% stocks, 10% cash. Aggressive portfolios may have 90% stocks, 10% bonds.
Step 2: Portfolio Specifications
Portfolio Rebalancing
Annual rebalancing typically yields optimal results. More frequent rebalancing may increase transaction costs without significant benefits.
Portfolio Allocation Results
Summary
Allocation Visualization
Portfolio Comparison
Recommended Risk Level
Moderate
60% Stocks, 30% Bonds, 10% Other
Expected Return
6.8%
Risk Level
Medium
Rebalancing Benefit
+1.2%
Diversification Score
82/100
Portfolio Allocation Visualization
Risk-Return Profile
6.5
Risk Score (1-10)
Stock Allocation
$60,000
Bond Allocation
$30,000
Cash Allocation
$5,000
Other Assets
$5,000
Portfolio Strategy Comparison
| Portfolio Type | Allocation (Stocks/Bonds/Cash) | Expected Return | Risk Level |
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