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Portfolio Allocation Calculator
Get a personalized portfolio allocation based on your age, risk tolerance, investment goal, and time horizon.
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Your Profile
$
1880
1yr40yr
Risk Tolerance
Investment Goal
Expected Annual Return
7.0%
Expected Volatility
12.0%
Est. Sharpe Ratio
0.58
Recommended Allocation
US Stocks35% · $35,000
Intl Stocks15% · $15,000
Bonds35% · $35,000
REITs10% · $10,000
Alternatives5% · $5,000
⚠️ Rebalance when any asset drifts >5% from target
Allocation Chart
Model Portfolio Comparison
| Model | US Stocks | Intl | Bonds | REITs | Expected Return |
|---|---|---|---|---|---|
| Conservative (30/70) | 25% | 5% | 55% | 10% | 4.5% |
| Moderate (60/40) | 45% | 15% | 35% | 3% | 7.0% |
| Aggressive (80/20) | 60% | 20% | 15% | 4% | 9.0% |
| All-World | 60% | 35% | 0% | 5% | 9.5% |
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