|What-If Calculator
What-If Calculator
Simulate allocation changes and see the impact on your portfolio
Adjust Allocations
Use sliders or input exact percentages
Total: 100.0%
US Equities(Equities)
Current: 30%
%
Expected Return: 8.5%Volatility: 16%Value: $37,500
International Equities(Equities)
Current: 15%
%
Expected Return: 7.5%Volatility: 18%Value: $18,750
US Bonds(Fixed Income)
Current: 20%
%
Expected Return: 4%Volatility: 5%Value: $25,000
International Bonds(Fixed Income)
Current: 5%
%
Expected Return: 3.5%Volatility: 6%Value: $6,250
REITs(Real Estate)
Current: 10%
%
Expected Return: 6.5%Volatility: 14%Value: $12,500
Gold(Commodities)
Current: 5%
%
Expected Return: 3%Volatility: 15%Value: $6,250
Commodities(Commodities)
Current: 5%
%
Expected Return: 4%Volatility: 20%Value: $6,250
Private Equity(Alternatives)
Current: 5%
%
Expected Return: 10%Volatility: 25%Value: $6,250
Cash(Cash)
Current: 5%
%
Expected Return: 2%Volatility: 0.5%Value: $6,250
Impact Analysis
Current
Proposed
Expected Return+0.00%
6.25%6.25%
Volatility (Risk)+0.00%
6.04%6.04%
Sharpe Ratio+0.000
0.7030.703
Improved Risk-Adjusted Returns
Your proposed changes improve the Sharpe ratio by 0.0%, indicating better risk-adjusted returns.
10-Year Projection
Current Allocation$229,192
Proposed Allocation$229,192
Difference+$0