Asset Allocator

The Asset Allocator is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.

Asset Allocation Results

Your Profile
AgeAGE
Portfolio PORTFOLIO
Yearly savingsYEARLY_SAVINGS
Spending needsSPENDING_NEEDS
Income neededINCOME_NEEDED
Tax bracketTAX_BRACKET
Risk toleranceVOLATILITY_TOLERANCE (scale of 0 to 10)
Economic outlookECONOMIC_OUTLOOK (scale of 0 to 10)

Suggested Asset Allocation
Large cap stockLARGE_CAPLARGE_CAP_DOLLARS
Mid cap stockMID_CAPMID_CAP_DOLLARS
Small cap stockSMALL_CAPSMALL_CAP_DOLLARS
Foreign stockFOREIGN_STOCKFOREIGN_STOCK_DOLLARS
BondsBOND_INCOMEBOND_INCOME_DOLLARS
Municipal bondsMUNI_INCOMEMUNI_INCOME_DOLLARS
CashCASHCASH_DOLLARS



Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.