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Asset Allocation Calculator
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Asset Allocation Calculator
This free asset allocation calculator helps determine whether it may make sense to rebalance your portfolio.
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23 years of experience Expertise Taxes Small business Social Security and estate planning Home services RIATina Orem is an editor and content strategist at NerdWallet. Prior to becoming an editor and content strategist, she covered small business and taxes at NerdWallet. She has a degree in finance, as well as a master's degree in journalism and an MBA. Previously, she was a financial analyst and director of finance at public and private companies. Tina's work has appeared in a variety of local and national media outlets.
Tina Orem is an editor and content strategist at NerdWallet. Prior to becoming an editor and content strategist, she covered small business and taxes at NerdWallet. She has a degree in finance, as well as a master's degree in journalism and an MBA. Previously, she was a financial analyst and director of finance at public and private companies. Tina's work has appeared in a variety of local and national media outlets. Published in Editor & Content Strategist + more + more
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19 years of experience Expertise Retirement planning investment management investment accountsArielle O’Shea leads the investing and taxes team at NerdWallet. She has covered personal finance and investing for nearly 20 years, and was a senior writer and spokesperson at NerdWallet before becoming an editor. Previously, she was a researcher and reporter for leading personal finance journalist and author Jean Chatzky, a role that included developing financial education programs, interviewing subject matter experts and helping to produce television and radio segments. Arielle has appeared on the "Today" show, NBC News and ABC's "World News Tonight," and has been quoted in national publications including The New York Times, MarketWatch and Bloomberg News. She is based in Charlottesville, Virginia.
Arielle O’Shea leads the investing and taxes team at NerdWallet. She has covered personal finance and investing for nearly 20 years, and was a senior writer and spokesperson at NerdWallet before becoming an editor. Previously, she was a researcher and reporter for leading personal finance journalist and author Jean Chatzky, a role that included developing financial education programs, interviewing subject matter experts and helping to produce television and radio segments. Arielle has appeared on the "Today" show, NBC News and ABC's "World News Tonight," and has been quoted in national publications including The New York Times, MarketWatch and Bloomberg News. She is based in Charlottesville, Virginia. Published in Head of Content, Investing & Taxes + more + moreAsset allocation is the distribution of a portfolio's assets into various asset classes, such as stocks, bonds, cash, real estate or alternative investments. Changing your asset allocation can increase or decrease the risk in your portfolio and can increase or decrease how much your portfolio earns. Accordingly, asset allocation should reflect your goals, age and risk tolerance.
Asset allocation is the distribution of a portfolio's assets into various asset classes, such as stocks, bonds, cash, real estate or alternative investments. Changing your asset allocation can increase or decrease the risk in your portfolio and can increase or decrease how much your portfolio earns. Accordingly, asset allocation should reflect your goals, age and risk tolerance risk tolerance .This calculator lets you play with a few basic asset allocations to see how shifting some of your assets to other asset classes could affect how your portfolio might grow. Remember that past performance is not indicative of future returns.
This calculator lets you play with a few basic asset allocations to see how shifting some of your assets to other asset classes could affect how your portfolio might grow. Remember that past performance is not indicative of future returns.» MORE: Learn how asset allocation works
» MORE: » MORE: Learn how asset allocation worksAsset allocation calculator
Asset allocation calculatorUse our calculator to estimate your current asset allocation and see if you might want to rebalance your portfolio.
Use our calculator to estimate your current asset allocation and see if you might want to rebalance your portfolio .NerdWallet Wealth Partners created a free calculator to estimate your financial independence number, see where you stand, and find out how much you might need to close the gap.
FIND OUT NOWNWWP is an SEC-registered investment adviser. Registration does not imply skill or training. The calculator is provided for informational and educational purposes only.
NWWP is an SEC-registered investment adviser. Registration does not imply skill or training. The calculator is provided for informational and educational purposes only.How to use the asset allocation calculator
How to use the asset allocation calculatorTo use this calculator, you’ll need:
To use this calculator, you’ll need:The current balances in your three largest investment accounts. This is key to understanding the proportion of your total wealth that each account represents.
The current balances in your three largest investment accounts. The current balances in your three largest investment accounts. This is key to understanding the proportion of your total wealth that each account represents.The asset mix in each account. Usually, this information is right in your account statements.
The asset mix in each account. The asset mix in each account. Usually, this information is right in your account statements.» MORE: How to choose a financial advisor who can help you rebalance your portfolio
» MORE: » MORE: How to choose a financial advisor who can help you rebalance your portfolio How to choose a financial advisor who can help you rebalance your portfolio