Master Allocation Builder

Create your complete asset allocation and configure each asset class

Asset Allocation
Click any slice to configure that asset class
100%allocated
Equities60%
Bonds25%
Commodities5%
Cash5%
Alternatives3%
Real Estate2%
Portfolio Settings

Equities

Stocks and equity funds

%

Bonds

Fixed income securities

%

Commodities

Gold, oil, agriculture

%

Cash

Money market & equivalents

%

Alternatives

Hedge funds, PE, VC

%

Real Estate

REITs and property

%