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Portfolio Allocation Analyzer
Get personalized investment portfolio allocation recommendations
Your Investment Profile
$
years
90%
Stocks
7%
Bonds
2%
Cash
1%
Alternative
27%
International
Recommended Allocation
Portfolio Analysis
Risk Level: High
Expected Return: 9.32% annually
Recommendations:
- Rebalance your portfolio annually to maintain target allocation
- Consider tax-advantaged accounts for stocks (higher returns)
- Keep emergency fund separate from investment portfolio
Understanding Asset Allocation
Asset Classes
- Stocks: High growth, high risk
- Bonds: Steady income, lower risk
- Cash: Liquidity, capital preservation
- Alternative: Real estate, commodities
Key Principles
- Diversification reduces risk
- Younger = more aggressive
- Rebalance annually
- Match goals & timeline
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