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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