⚠️ For educational purposes only. Not financial advice. Always use proper risk management.

Portfolio Allocation Calculator

Turn your allocation percentages into exact dollar amounts.

Allocation Breakdown

Portfolio Allocation Principles

Asset allocation is the primary driver of long-term portfolio returns and risk — more important than individual security selection. A common framework is the "60/40" portfolio: 60% equities, 40% bonds. Modern portfolios often add alternatives like commodities or real assets for diversification.

Review and rebalance your allocation periodically (annually or when allocations drift more than 5% from target). Rebalancing naturally enforces buy-low/sell-high discipline.