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 over time.

After you've entered / confirmed your information below, press "Calculate" to determine your current asset allocation.

Input - Current Assets
CASH:
  Savings/Checking Accounts: $
  Certificates of Deposit: $
  Treasury Bills: $
  Money Market Mutual Funds: $
  Other: $
BONDS:
  Savings Bonds: $
  Government & Treasury Bonds: $
  Corporate Bonds: $
  Bond Mutual Funds: $
  Other: $
STOCKS:
  Common Stocks: $
  Stock Mutual Funds: $
  Other: $




The calculators provide hypothetical examples and are not intended to represent past or future performance of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any individual. Rates of return will vary over time. Those investments offering a higher rate of return also involve a higher degree of risk.