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September 11 Web Archive Collection

This is an archived Web site from the Library of Congress

http://www.forbes.com/tools/calculator/asset_alloc.jhtml

Archived: 10/09/2001 at 23:57:24

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Asset Allocation Calculator
This calculator helps you decide how to allocate your investment assets among stocks, bonds and cash. You plug in your portfolio's current asset mix, and we'll show how much you'd earn over the period you specify based on 50-year historical returns. The calculator accounts for rebalancing each year so your asset weightings stay constant. You can experiment by changing your asset mix and by changing the presumed return for each asset class.

Input:
Current value of portfolio or planned investment:	$

Number of years to invest:

Current portfolio % cash:	%

Current portfolio % stocks:	%

Current portfolio % bonds:	%

Assumptions you can change:

The 50-year return of T-bills (as a proxy for cash) is 5.6%:	%

The 50-year return on the S&P 500 is 13.5%:	%

The 26-year return of the Merrill Lynch Corporate and Government Master Bond Index is 9.0%:	%


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