MAKE THE NUMBERS MEAN SOMETHING
Portfolio allocation calculator
Make a portfolio mix easier to understand. See how an amount is divided across allocation buckets, identify the largest share and explore different examples.
Your assumptions
Range: 0–1,000,000,000
Range: 0–100
Range: 0–100
Range: 0–100
Range: 0–100
Range: 0–100
Range: 0–100
Results update as you change your assumptions.
Portfolio allocated
ETF holdings can overlap with the other asset categories. These buckets do not measure underlying diversification or investment risk.
- Stocks30%
- Bonds20%
- ETFs (mixed holdings)20%
- Crypto10%
- Real estate10%
- Cash10%
An estimate based on your inputs. Actual outcomes can differ.
BEHIND THE CALCULATION
Understand your result.
Translate portfolio weights into amounts and see how your capital is distributed.
How the calculation works
Each allocation amount equals portfolio value × weight / 100. Weights describe one portfolio; aim for 100%. Any shortfall remains unallocated rather than being silently normalized. The largest share describes a bucket, not the underlying investment risk. Preset mixes are educational examples.
For a portfolio of 10,000, a 60% equity, 30% bond and 10% cash mix allocates 6,000, 3,000 and 1,000. The largest allocation is 60%. This alone does not measure how risky the investments are.
Assumptions & limitations
- The tool calculates allocation amounts, not future returns or market data.
- Preset allocations are illustrations and are not a suitability assessment.
- The calculation excludes correlations, volatility, fees, taxes and rebalancing costs.
- Diversification can reduce concentration but cannot prevent every loss.