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Asset Allocation Calculator

This asset allocation calculator contains an automated risk tolerance questionnaire that can help you determine a possible allocation of stocks, bonds and cash for your investment portfolio. The calculator bases its allocation recommendation on your answers to six different measures of risk contained in the quiz. The calculator's output includes a description of the portfolio as well as the percentages of stocks, bonds and cash.
           
       
    Years until retirement    
   
   
       
    I'm comfortable with the stock market    
   
   
       
    If my investment dropped 20%, I would:    
   
   
       
    As an investor, I am:    
   
   
       
    Overall risk comfort level    
   
   
       
    Acceptable annual gain / loss on 1,000    
   
   
       
           
   
           
    Calculator Results:    
    Total Risk Tolerance Score    
       
         
    Asset Allocation Result  
    Stocks (% of Portfolio)    
    Bonds (% of Portfolio)    
    Cash / Money Market Funds (% of Portfolio)    
           
 
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Disclaimer: These online calculators are available as screening tools. The accuracy of these calculators or their applicability to your unique circumstances is not guaranteed. It is always best to obtain personal advice from qualified professionals. Email us at contact@pinoybizpark.com for help.