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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

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Investor Profile and Asset Allocation Calculator
Questions
Current Asset Allocation
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Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.


Investor Profile and Asset Allocation Calculator Results

Investor Profile and Sample Asset Allocation

Your asset allocation is an important factor that affects your portfolio's returns and investor profile.

Based on your investment horizon, risk tolerance, investment experience, and economic outlook, your unique circumstances match up closely with the growth investor profile.

Chart 1 shows a sample asset allocation for that profile, while Chart 2 illustrates your current asset allocation.


To make your asset allocation match the model above, you should adjust your current allocation as follows:

Cash -6%

Bonds +14%

Large-cap Stocks -19%

Small/Midcap Stocks +3%

Foreign Stocks +9%



    Assumptions

  • The investor profile and sample asset allocation displayed are based on the answers to a limited number of questions. Personal issues which fall outside the scope of this calculator may suggest a different investor profile and asset allocation.
  • Please keep in mind that the model portfolios are for illustration only and are not intended as specific recommendations. A financial professional can help.
  • Your personal circumstances may change over time so it may be appropriate for you to re-evaluate your asset allocation strategy.
©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.
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 IMPORTANT DISCLOSURES

CoreCap Investments, Inc., is a member of FINRA/SIPC and does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

This website does not constitute an offer to sell or a solicitation of offers to purchase or sell securities in any jurisdiction in which CoreCap Investments, Inc., is not registered as a broker-dealer.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Further, nothing on this site is intended to be, or to be relied upon as, tax, legal, or investment advice. Investors should consult with their own tax, legal, and investment professionals.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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