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Asset allocation: Fix your mix
Your Results
Suggested allocation:
Time horizon:
3-5 years
Risk tolerance:
low
Flexibility:
some
In a selloff:
buy
When do you need
the money?
3 - 5 years
5 - 10 years
10 - 20 years
20+ years
How much risk can
you handle?
Not much at all
A reasonable amount
As much as possible
How flexible are you?
If I miss my goal by a year or two, I'll still be okay.
I can't afford to miss my target.
During market sell-offs, do you
See an opportunity to buy more stocks
Sell stocks thinking things will only get worse
Do nothing
About this calculator
It is the mix of different types of securities that will mostly determine whether you will reach your goals.
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Compare cost of living in 2 cities
Get the right asset allocation
Ultimate guide to retirement
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Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET.
Disclaimer
LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR.
Disclaimer
. Morningstar: © 2013 Morningstar, Inc. All Rights Reserved.
Disclaimer
The Dow Jones Indexes
SM
are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones Indexes
SM
© 2013 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2013. All rights reserved. Most stock quote data provided by BATS.
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