Interactive
Portfolio allocation
Adjust the four sliders to build a mix, then watch the expected return, risk, and diversification move with it.
Total 100% your mix adds up to 100%.
Expected return
6.0%
per year
Risk score
11.7
higher swings more
Diversification
58
out of 100
Your allocation
Stocks 50%Bonds 30%Cash 15%Gold 5%
A portfolio is a mix, and the mix is what sets the risk and return tradeoff. More stocks push the expected return up but also the swings. More cash and bonds steady things but give up growth. These figures are illustrative teaching numbers, not advice.