Asset Allocation Calculator

Get recommended asset allocation based on age and risk profile

Stocks weight (%)

Assumed stock return (%)

Bonds weight (%)

Assumed bond return (%)

Cash weight (%)

Assumed cash return (%)

Other weight (%)

Assumed other return (%)

Check blank fields and input ranges.

This is a scenario using only your assumptions, not a forecast or recommendation. Enter rates, fees, prices, and contract terms that apply to you.

No allocation is recommended from age or a risk label. When weights total 100%, this only calculates the weighted average of your return assumptions; volatility, correlation, loss risk, and costs are excluded.