Portfolio Allocation

Portfolio Allocation Calculator

The Portfolio Allocation Calculator is designed to assist investors in determining the ideal distribution of their portfolios between bonds and stocks based on their age. By inputting their age into the calculator, users receive recommendations for the percentage of their portfolio that should be allocated to each asset class. This rule-of-thumb approach aids investors in maintaining a balanced and diversified portfolio, aligning with their risk tolerance and investment horizon. The significance of this calculator lies in its ability to guide investors towards a strategic asset allocation that aligns with their financial goals and stage of life.

Tip: If you're wondering how to invest in bonds, consider looking into GICs.