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Asset Allocation - Broad Portfolio Calculator

This asset allocation calculator helps you create balanced portfolio of broader array of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of different type of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.

AtlanticMidwest Investment Research

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards 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.