Asset Allocation Calculator
Calculate your ideal mix of stocks, bonds and cash.
What This Number Means
This suggested mix is only one part of the decision. Before you rebalance, consider:
The stock, bond, and cash mix that fits your risk profile
How your time horizon shapes the recommended allocation
Whether your current portfolio matches your ideal mix
How rebalancing could bring your portfolio back in line
Whether your risk tolerance has shifted over time
How to Use This Calculator
1
Enter your investment goals: Input your time horizon and investment objectives.
2
Add your risk tolerance: Select the level of risk you're comfortable taking on.
3
Confirm your current holdings: Enter your current mix of stocks, bonds, and cash, if known.
4
Review your ideal allocation: See a suggested mix of stocks, bonds, and cash for your profile.
DISTINCT TAX
CONSULTING GROUP
Strategic tax solutions that protect wealth, maximize opportunities, and create lasting impact.