Looking for asset allocation model calculator

[joecaf53]

Not sure if this is the right section. I am looking for an asset allocation model calculator and wondering if anyone knew of any decent ones.

Thanks

 

[MasterBlaster]

Not sure if this is the right section. I am looking for an asset allocation model calculator and wondering if anyone knew of any decent ones.

Thanks

Vanguard has a handy tool, that will compute your 3-fund (total US stock market, Intl stock Market, and Bond) allocation given your age, your risk adversion, and your timeframe.


https://personal.vanguard.com/us/funds/tools/recommendation

Beyond that check out something like the Financial Engines software for very specific named fund allocation suggestions. Vanguard lets you use it for free if you have a big enough account. I beleive that Financial Engines uses some variation on Modern Portfolio Theory for the asset allocations and recommendations. They recommend an "optimal" risk-level based asset allocation for you based on your age, retirement plans, and goals.

 

[LOL!]

The Morningstar X-ray tool calculates the asset allocation of an input set of investments. See http://www.early-retirement.org/forums/f28/asset-allocation-tutorial-31324.html