PortfolioMix

Tune your profile. See a live portfolio mix and outcome stats. (Calibrated to 2005–2024)

Locked by What-If
Click to unlock

Risk

0 = conservative, 100 = aggressive

Horizon

15y

Years until funds are needed

Optimism

0 = bearish, 100 = bullish

What If

Lock Stocks Lock Bonds

Lock Gold Lock Cash

Adjust allocations. Total always = 100%. You can lock up to two assets; locked sliders gray out and stay fixed.

Stocks

52%

Allocation to stocks

Bonds

30%

Allocation to bonds

Gold

Allocation to gold/commodities

Cash

13%

Allocation to cash

Suggested Mix

Mix

Stocks: 52%

Bonds: 30%

Gold: 5%

Cash: 13%

Profile: Balanced

Expected Return (1y)

—

Calibrated to 2005–2024 US+Intl blend

Volatility (σ)

—

Std. dev. of annual returns

Chance of Loss

—

Probability of a negative year (normal model)

Likely Range

—

10th–90th percentile (normal model)

Data Slice

R50 • H15y • O50

Input snapshot

Notes

Balanced posture

Interpretive text

⚠️ Consult a finance professional prior to utilizing recommendations presented in this tool.