Retirement
Retirement

Asset allocation calculator

Create a balanced portfolio

The Asset Allocation Calculator is designed to help create a balanced portfolio of investments. Age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The asset allocation calculator is a great place to start the analysis in building a balanced portfolio. Click on the "View Report" button for a detailed look at the results.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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30 year fixed refi 4.00%  0.08 4.08%
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