Asset Allocation Optimizer

Build and optimize your investment portfolio allocation based on your age, risk tolerance, and goals

Portfolio Value

Enter value between $1 - $10,000,000

Your Age

Age 18-100 (affects allocation strategy)

Risk Level

Conservative = Lower risk, Aggressive = Higher risk

Rebalance Threshold

Trigger rebalancing when assets drift by this %

US Stocks60.0%

S&P 500 and Total Stock Market index funds

International Stocks20.0%

Developed and emerging market stocks

Bonds15.0%

Government and corporate bonds

REITs5.0%

Real Estate Investment Trusts

Total:100.0%

US Stocks59.5%

International Stocks17.0%

Bonds15.0%

REITs8.5%

8.8%

Annual average

10.3%

Standard deviation

0.66

Risk-adjusted return

-25.8%

Estimated worst case

$231,894.752

$537,751.759

$1,247,018.105

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