Investment Portfolio Calculator
Build a diversified portfolio aligned with your risk tolerance and goals
Total Portfolio Value
$0
Expected Annual Return
0%
Portfolio Risk Level
Low
Rebalancing Needed
No
Conservative
25% Stocks / 65% Bonds
Moderate
60% Stocks / 40% Bonds
Aggressive
95% Stocks / 5% REITs
Custom
Your Mix
Portfolio Allocation
$
%
$
%
$
%
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%
Target Allocation Total: 100%
Target allocation should equal 100%. Adjust your percentages.
🎯 Portfolio Risk Assessment
Balanced risk profile with moderate growth potential
Expected volatility: Moderate
Recommended time horizon: 5-10 years
Portfolio Analysis
US Stocks (S&P 500)
Expected Return: 10% | Risk: High
$0 (0%)
Target: 70%
International Stocks
Expected Return: 8% | Risk: High
$0 (0%)
Target: 25%
Bonds
Expected Return: 4% | Risk: Low
$0 (0%)
Target: 0%
REITs
Expected Return: 7% | Risk: Medium
$0 (0%)
Target: 5%
Rebalancing Actions Needed
Enter portfolio values to see rebalancing recommendations
📚 From the Future Millionaire Playbook
"Diversification is the only free lunch in investing. A well-balanced portfolio reduces risk while maximizing your path to millionaire status through different market conditions."
Related Modules: Module 6 (Investment Fundamentals), Module 8 (Advanced Investment Strategies)