Portfolio Allocation Calculator
Optimize your investment portfolio by calculating the ideal asset allocation based on your risk tolerance, investment horizon, and financial goals.
Step 1: Portfolio Details
Understanding Risk Tolerance
Conservative portfolios have more bonds and cash. Aggressive portfolios have more stocks. Your risk tolerance should match your investment timeline and comfort with volatility.
Step 2: Asset Allocation
Total Allocation: 100%
Adjust the sliders to create your ideal portfolio mix. The total must equal 100%. Different asset classes have different risk and return characteristics.
Portfolio Allocation Analysis
Recommended Portfolio Mix
Risk Profile Comparison
| Risk Profile | Stocks | Bonds | Cash | Expected Return |
|---|
Asset Allocation Breakdown
Portfolio Optimization Formula
Expected Portfolio Return = Σ(Asset Weight × Expected Return)
Modern Portfolio Theory suggests that diversification across uncorrelated assets can reduce risk while maintaining returns. Rebalance periodically to maintain your target allocation.
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