Portfolio Allocation Calculator
Get target stock/bond/cash allocation based on age and risk tolerance.
Stocks
75%
Bonds
20%
Cash
5%
Target by Age
| Age 35 | 75% stocks / 5% bonds |
| Age 45 | 65% stocks / 15% bonds |
| Age 55 | 55% stocks / 25% bonds |
| Age 65 | 45% stocks / 35% bonds |
Use the Portfolio Allocation Calculator above to calculate your results. Enter your values and see instant results — all calculations run in your browser.
Disclaimer: This calculator is for informational purposes only and does not constitute tax, financial, or legal advice. Results are estimates based on the information you provide and current rates. Always consult a qualified tax professional or financial advisor for advice specific to your situation.
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