Portfolio Allocation
Enter your details to see a suggested portfolio breakdown.
Expected annual return
0%
Risk level: Moderate
US Stocks
0%
International Stocks
0%
Bonds
0%
Cash / Short-term
0%
Real Estate (REITs)
0%
Alternatives
0%
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Your age | 35 |
| Risk tolerance | Moderate — balanced growth |
| Investment time horizon | Medium (3-10 years) |
| Total portfolio ($) | $500,000 |
| Result | Value |
|---|---|
| Expected annual return | 6.0% |
| US Stocks | 30% |
| International Stocks | 15% |
| Bonds | 30% |
| Cash / Short-term | 15% |
| Real Estate (REITs) | 5% |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Portfolio Allocation
- Your age — default 35
- Risk tolerance — default Moderate — balanced growth
- Investment time horizon — default Medium (3-10 years)
- Total portfolio ($) — default $500,000
- Press Calculate to update the results instantly.