📊 Free Calculator

Asset Allocation Calculator

Compare your current portfolio with a target allocation and calculate the amounts needed to rebalance stocks, bonds, property, cash, and other assets.

Current Portfolio Values

Stocks and Equity Funds

Bonds and Fixed Income

Property and Real Estate Investments

Cash and Cash Equivalents

Other Investments

Target Allocation

Target Stocks (%)

Target Bonds (%)

Target Property (%)

Target Cash (%)

Target Other Investments (%)

Estimated Returns

Expected Stock Return (%)

Expected Bond Return (%)

Expected Property Return (%)

Expected Cash Return (%)

Expected Other Return (%)

Total Portfolio Value

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Enter your current and target allocations