Portfolio Allocation Tool

Find your ideal asset mix based on your age and risk tolerance.

ConservativeAggressive

Age-Based Suggestion

At age 30, the "110 minus age" rule suggests ~80% stocks and ~20% bonds/other.

Moderate Profile

Balanced growth and stability. Most common for 40-55 age range.

US Stocks
50%
Bonds
25%
REITs
10%
International
10%
Cash
5%

Suggested ETFs for This Portfolio

VTIVanguard Total Stock Market
50%
BNDVanguard Total Bond Market
25%
VNQVanguard Real Estate
10%
VXUSVanguard Total International
10%
SGOViShares 0-3 Month Treasury
5%

All Risk Profiles

Frequently Asked Questions

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