Asset Allocation Calculator – Portfolio Percentages
See how your portfolio is split across asset classes. Enter each asset name and amount to get percentages that sum to 100%. Useful for diversification and rebalancing.
Asset Allocation Calculator
Enter each asset class name and amount. Percentages will sum to 100%.
How allocation percentages work
Percent = (Asset amount ÷ Total) × 100
The total is the sum of all asset amounts. Each percentage shows that asset's share of the portfolio. Rebalancing means adjusting holdings so percentages match your target allocation.
Understanding asset allocation
Asset allocation is one of the most important decisions in investing. It determines how much of your portfolio is in stocks, bonds, cash, and other assets. A common rule of thumb is to hold a percentage of stocks equal to 100 minus your age, with the rest in bonds and cash. However, your ideal allocation depends on your goals, time horizon, and risk tolerance.
Over time, market movements change your allocation. If stocks rise more than bonds, your stock percentage increases. Rebalancing means selling winners and buying underperformers to return to your target mix. This calculator helps you see your current allocation so you can decide when to rebalance. Use it alongside our portfolio return calculator and net worth calculator to track your overall financial picture.