Portfolio Allocation Tool
Optimize your wealth distribution. Get professional-grade asset allocation suggestions based on your target risk profile.
Investment Strategy
Asset Diversification
"Diversification is the only free lunch in investing." These profiles use Modern Portfolio Theory principles to balance risk and expected return.
Optimized Distribution
Large Cap Stocks$40,000
40% Allocation
Bonds (Fixed Income)$35,000
35% Allocation
International Stocks$15,000
15% Allocation
Small Cap/Growth$10,000
10% Allocation
Strategy Focus
moderate Growth Modeling