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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.