Portfolio Allocation Calculator

Use our free portfolio allocation calculator to analyze how your investment portfolio is distributed across asset classes. Enter amounts for cash, stocks, bonds, real estate, commodities, and other investments to see your allocation breakdown.

Financial

Currency

Total Portfolio Value

Cash & Equivalents

Stocks

Bonds

Real Estate

Commodities

Other Investments

Formula

Portfolio allocation shows how your investments are distributed across different asset classes. Proper allocation is key to managing risk and achieving your financial goals through diversification.

Allocation % = Asset Value / Total Portfolio Ã— 100

Percentage: The percentage value you want to apply

Number: The original number or value

Result: The calculated result

How It Works

1Enter your total portfolio value.
2Enter the dollar amount in each asset class.
3See the percentage allocation for each asset class.
4Identify any unallocated funds.

Examples

$100k portfolio: $10k cash, $50k stocks, $20k bonds, $10k real estate, $5k commodities, $5k other

1.Cash: 10%
2.Stocks: 50%
3.Bonds: 20%
4.Real Estate: 10%
5.Commodities: 5%
6.Other: 5%

Result: $100,000.00

Frequently Asked Questions

Asset allocation is the primary driver of portfolio risk and return. A well-diversified portfolio across different asset classes can reduce volatility while maintaining growth potential.

A good allocation depends on your age, risk tolerance, and goals. A common rule is 110 minus your age in stocks, with the rest in bonds and cash.

Most advisors recommend rebalancing annually or when any asset class drifts more than 5% from its target allocation.

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Portfolio Allocation Guide

CalculateMe Team

Last updated: 2026-07-16

Frequently Asked Questions

Asset allocation is the primary driver of portfolio risk and return. A well-diversified portfolio across different asset classes can reduce volatility while maintaining growth potential.

A good allocation depends on your age, risk tolerance, and goals. A common rule is 110 minus your age in stocks, with the rest in bonds and cash.

Most advisors recommend rebalancing annually or when any asset class drifts more than 5% from its target allocation.

Portfolio Allocation Calculator

Formula

How It Works

Examples

$100k portfolio: $10k cash, $50k stocks, $20k bonds, $10k real estate, $5k commodities, $5k other

Frequently Asked Questions

Why is portfolio allocation important?

What is a good allocation?

How often should I rebalance?

Related Calculators

Related Articles

Portfolio Allocation Calculator

Formula

How It Works

Examples

$100k portfolio: $10k cash, $50k stocks, $20k bonds, $10k real estate, $5k commodities, $5k other

Frequently Asked Questions

Why is portfolio allocation important?

What is a good allocation?

How often should I rebalance?

Related Calculators

Related Articles