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Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

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Investor Profile and Asset Allocation Calculator
Questions
Current Asset Allocation
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Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.


Investor Profile and Asset Allocation Calculator Results

Investor Profile and Sample Asset Allocation

Your asset allocation is an important factor that affects your portfolio's returns and investor profile.

Based on your investment horizon, risk tolerance, investment experience, and economic outlook, your unique circumstances match up closely with the growth investor profile.

Chart 1 shows a sample asset allocation for that profile, while Chart 2 illustrates your current asset allocation.


To make your asset allocation match the model above, you should adjust your current allocation as follows:

Cash -6%

Bonds +14%

Large-cap Stocks -19%

Small/Midcap Stocks +3%

Foreign Stocks +9%



    Assumptions

  • The investor profile and sample asset allocation displayed are based on the answers to a limited number of questions. Personal issues which fall outside the scope of this calculator may suggest a different investor profile and asset allocation.
  • Please keep in mind that the model portfolios are for illustration only and are not intended as specific recommendations. A financial professional can help.
  • Your personal circumstances may change over time so it may be appropriate for you to re-evaluate your asset allocation strategy.
©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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 Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered through Abbas A. Heydari an investment advisory firm registered with the State of California Department of Business Oversight. Advice may only be rendered after the delivery of  Firm Brochure( Part 2A of Form ADV), the execution of an investment advisory agreement by the client and the advisor, and the initial payment of the investment advisory fee by the client to the advisor. Abbas A. Heydari CFP® does not provide legal or taxation advice. 


Check the background of this financial professional on FINRA's BrokerCheck.