Asset Allocation Worksheet
This calculator will help you to determine your current asset mix.
Allocating your money among a variety of investment types - stocks,
bonds, cash - may help you moderate your risk. Diversifying your
investments to include asset classes with different holdings,
management styles, and risk factors will reduce your exposure to any
single investment type and potentially yield more consistent returns
After you've entered / confirmed your information below, press "Calculate" to
determine your current asset allocation.