Investing & Retirement
Asset Allocation Calculator
Find your target stock/bond/cash mix based on age, risk tolerance, and time horizon.
Stock Dollars
$70,000
Inputs
1880
$1,000$10,000,000
Recommended portfolio allocation
Stocks$70,000
Bonds$25,000
Cash$5,000
Total: $100,000
Stock Dollars
$70,000
Recommended Stock %
70.00%
Recommended Bond %
25.00%
Recommended Cash %
5.00%
Bond Dollars
$25,000
Cash Dollars
$5,000
Diagnostic
At age 40 with 0 risk tolerance, target 70.00% stocks / 25.00% bonds / 5.00% cash.
Rebalance once a year. Drift more than 5 percentage points from target = time to rebalance.
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Asset Allocation Calculator helps users make a investing & retirement decision with clearer numbers, assumptions, and next actions.
Frequently Asked Questions
Everything you need to know.
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Why This Matters
Asset Allocation Calculator helps users make a investing & retirement decision with clearer numbers, assumptions, and next actions.
How to Use It
- 1Enter your numbers in the input panel.
- 2Review the live results and interpretation on the right.
- 3Use the goal outputs to compare options or plan the next step.
- 4Use the related links below if you want to move from analysis to action.
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