Asset Allocation Calculator
This free asset allocation calculator helps determine whether it may make sense to rebalance your portfolio.
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Asset allocation is the distribution of a portfolio's assets into various asset classes, such as stocks, bonds, cash, real estate or alternative investments. Changing your asset allocation can increase or decrease the risk in your portfolio and can increase or decrease how much your portfolio earns. Accordingly, asset allocation should reflect your goals, age and risk tolerance.
This calculator lets you play with a few basic asset allocations to see how shifting some of your assets to other asset classes could affect how your portfolio might grow. Remember that past performance is not indicative of future returns.
» MORE: Learn how asset allocation works
Asset allocation calculator
Use our calculator to estimate your current asset allocation and see if you might want to rebalance your portfolio.
How to use the asset allocation calculator
To use this calculator, you’ll need:
The current balances in your three largest investment accounts. This is key to understanding the proportion of your total wealth that each account represents.
The asset mix in each account. Usually, this information is right in your account statements.