reduce risk

Portfolio Diversifier

(Preview Release)

Press the "Diversify" button to find an example portfolio allocation that would have had good historic risk as measured by worst year. (Or you can also enter fixed percentages next to each asset class.)

Select the types of investments you have available in your investment plan. (help with acronyms and data source acknowledgments)


Target compund return (CAGR): % End Year
Mouse over chart to see key


Show (hide) raw numbers for 10 year rolling returns
Show (hide) raw numbers for annual returns