Portfolio allocation calculator.
Turn a target mix of stocks, bonds, and cash into clear dollar amounts.
Set a portfolio value and target percentages, then calculate to see the dollar split.
Portfolio to allocate
$0
A 100% target allocation
Aim for long-term growth, but their value can move sharply.
Can add income and stability, though they can still lose value.
Keeps money steady and accessible, but usually grows more slowly.
When to rebalance: review your mix on a regular schedule, such as once or twice a year, and after major life changes. Some investors also act when a bucket moves several percentage points away from its target. Rebalancing can trigger taxes or trading costs.
Explain these results
For informational and educational purposes only. This calculator does not provide investment, tax, or legal advice. It shows a target allocation based only on the numbers entered and does not account for your goals, time horizon, risk tolerance, taxes, fees, or the investments you already own.