Asset Allocation Calculator

Create a balanced portfolio based on your age, risk tolerance, and economic outlook.

Younger investors can usually afford more risk.
$
$
%
Percentage of income needed from investments now.
1 10
Current: 5
1 = Conservative, 10 = Aggressive
1 10
Current: 5
1 = Pessimistic, 10 = Optimistic
Please enter your age.
Suggested Portfolio Mix
Moderate Growth Strategy
Stocks
Bonds
Cash
Stocks0%
Bonds0%
Cash0%