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Asset Allocation Calculator

Asset allocation, which is the way your assets are invested among the various asset classes, is the single most important factor in the success or failure of your investment plan. 

To give you an idea of how you might consider allocating your assets, answer the questions below as accurately as possible. When you’re finished, click on the "Submit" box below.
 

Your Investment Horizon
1. Time frame to reach your investment goal is:
a. 3 - 5 years
b. 6 - 10 years
c. 10 + years
Your Investment Risk Profile / Risk Tolerance
2. Your risk profile / risk tolerance towards your investment is:
a. Conservative
b. Moderate
c. Aggressive


 

Disclaimer and conditions: There is no guarantee that the answers given by the Asset Allocation Calculator are either complete or correct. It is not the author's responsibility if the user has incurred any monetary or non-monetary loss as a result of using the calculator. Use this test only for rough guide.

     
     
     
     
     
     
     
     
     
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