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How is my mix of investments spread, and how risky is it?
Allocation, risk and projected returns for the mix you enter. Sample assumptions, not a forecast.
Sample numbers. Change any field to use yours.
Your result
Fill in the fields to see your result.
Written by Elizabeth Stein
For the mix you enter across cash, bonds, stocks, real estate and alternatives: expected return per year, a diversification score out of 100, volatility, and projected returns from a weak market to a strong one. The assumptions behind those returns are samples, not a forecast.
It measures how evenly your money is spread across the five asset classes: 0 for everything in one class, 100 for an even split of 20% each. It ignores what the classes are, so a high score does not mean a portfolio is safe, and a lower one does not mean it is wrong for you.
The lab has a target mix for the risk tolerance you choose. It lists each asset class that is more than 5 percentage points away from that target, with the current share and the target share. It describes the gap. It is not a recommendation to trade.