Kesoria

Portfolio Allocation Optimizer

Estimate a stock/bond mix for your age and risk tolerance.

Read the guide: Start Investing
7/10
ConservativeAggressive
Equities90%
Fixed Income & Cash10%
Est. Return
8.4%
~US$8,390/yr
Est. Volatility
12.8%
Approx. annual std. deviation
Est. Severe Loss
-40.1%
~-US$40,050

Allocation Breakdown

Domestic Equities
US$63,00063%
International Equities
US$27,00027%
Bonds
US$9,0009%
Cash/Equivalents
US$1,0001%
These figures are estimates from long-run developed-market asset-class assumptions, not your portfolio's actual history. Return and severe-loss are weighted averages of the asset classes; volatility applies a rough diversification adjustment. A real portfolio's worst drawdown depends on how assets move together in a crisis — often worse than a simple weighted average suggests. Treat this as a starting point, not a forecast.