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Portfolio Mix by Risk
Stock Target
Moderate · $10,000 portfolio
Allocation Map
Allocation Percentages
Rebalancing Plan
Asset Breakdown
Target vs Current
Horizon Projection
Drop in a paystub, bank statement or screenshot — the AI reads it and fills these fields for you.
Portfolio Tracker is where this stops being a one-off number: keep your real balances there and the projection updates itself.
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Asset allocation is the decision that usually drives most portfolio behavior. This calculator turns age and risk tolerance into a target mix, then shows how much capital belongs in each bucket.
The 110-minus-age rule is a starting point for equity exposure, not a final answer. Investor.gov emphasizes time horizon and risk tolerance when choosing a mix.
Aggressive settings increase stocks and alternatives. Conservative settings reserve more space for bonds and cash.
If your current portfolio is far from target, consider moving in stages. Investor.gov describes rebalancing as a way to bring risk back toward the original plan.
A good allocation is not the one with the highest forecast. It is the one you can keep through a bad year.
How-to guides that use this tool