Allocation
Portfolio Allocation Calculator
Set a target mix across major asset classes and see the dollar allocation for your portfolio.
Inputs
Weights total 100.0% — balanced
Results
Gold allocation
$10,000
10% of portfolio
Portfolio value
$100,000
Total invested
- Stocks55.0% · $55,000
- Bonds25.0% · $25,000
- Gold10.0% · $10,000
- Cash5.0% · $5,000
- Alternatives5.0% · $5,000
Historically, a 5–15% gold allocation has been cited by researchers (e.g. Ibbotson, World Gold Council) as providing meaningful diversification benefits without materially reducing long-term returns.
