Portfolio Allocation Calculator
Convert target allocation percentages into dollar amounts for stocks, bonds, cash, and other assets.
Stocks Allocation
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Bonds Allocation
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Cash Allocation
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Other Allocation
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Guide
How it works
Use this calculator to convert portfolio allocation percentages into dollar amounts.
What this calculator does
The portfolio allocation calculator splits a portfolio into stocks, bonds, cash, and other assets based on target percentages.
Portfolio Allocation Formula
Allocation Amount = Portfolio Value x Target Percentage
Example calculation
For a 100,000 portfolio with 60% stocks, 30% bonds, and 10% cash, the target amounts are 60,000, 30,000, and 10,000.
When to use this calculator
- setting target allocations
- planning contributions
- comparing risk profiles
- preparing for rebalancing
FAQs
Should allocation percentages total 100%?
Usually yes. The calculator warns when the entered targets do not total 100%.
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