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Portfolio Allocator

Design your asset allocation and see expected return, risk, and dollar amounts for each position.

Inputs
Adjust the values below to calculate your results
Portfolio Allocation
60%
0%100%
30%
0%100%
10%
0%100%
%
%
%
$
Results
Your calculated results based on the inputs provided

Expected Return

+6.20%

Portfolio Risk

+9.12%

Stock Allocation

$60,000.00

60% of portfolio

Bond Allocation

$30,000.00

30% of portfolio

Cash Allocation

$10,000.00

10% of portfolio