Asset Allocation Calculator
Your Age
How much risk you can take?
Your investment Horizon (Years)
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An asset allocation calculator, also known as a portfolio asset calculator or investment asset calculator, allocates assets in a portfolio according to certain specifications, such as financial goals, investment horizon, forecast, and the risk profile associated with the assets. The asset allocation calculator considers equity, fixed income, gold, and real estate. The reason these classes are necessary is because it helps establish the different levels of risk and potential returns that are viable with the given assets.
Due to the different classes, the returns on each asset are not fixed and prone to fluctuate over time. Through this allocation, stakeholders get a sense of what class their asset belongs to, the risks, and the probability of good returns. It keeps them informed, and their risks and returns are averaged out as well.
The Asset Allocation Calculator is a user-friendly tool that instantly lets users get a sense of their appropriate asset allocation. The asset allocation calculator by age is the most popular way of utilising the calculator. To calculate your asset allocation, you need to enter the following values –
- Current Age
- Investment Horizon (in years)
- Risk Level (from low to high)
Once these values have been entered, the asset allocation calculator will create a profile and suggest an ideal asset allocation mix. The asset allocation calculator's results indicate that you should consult a wealth manager or a financial planner before investing.
Disclaimer:
These financial calculators are provided solely for informational and educational purposes. The results generated are hypothetical and based on user-input assumptions. They do not constitute investment advice, financial planning, or a recommendation to buy, sell, or hold any security or financial product.
Users are advised to consult with a qualified financial advisor or tax professional before making any investment decisions. JM Financial Services Limited (JMFS) makes no representations or warranties regarding the accuracy, completeness, or applicability of the calculator outputs to individual financial circumstances.
Past performance is not indicative of future results. JMFS, its affiliates/associates and any of its directors, officers, employees and any other persons associated with this shall not be liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, market fluctuations, tax implications, or changes in regulatory frameworks, as also any loss of profit or damages in any way arising from reliance on the calculator results.
Use of these tools implies acceptance of this disclaimer and acknowledgment that all investment decisions are made at the user's own risk.
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