Broadridge Advisor Solutions


	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

1. When making a long-term investment, I plan to hold the investment for

2. If you owned an investment that fell 20 percent over a short period, what would you do?

3. Generally, I prefer an investment with little or no fluctuation in value, and I am willing to accept the lower returns associated with these investments.

4. When it comes to investing in stocks or bonds, I would describe myself as a

5. How optimistic are you about the long-term prospects for the economy?

6. What do you hope your portfolio value will be 10 years from now?

7. What is your current income requirement (interest plus dividends) from this portfolio?

Current Asset Allocation

Cash

$

Bonds

$

Large-cap Stocks

$

Small/Midcap Stocks

$

Foreign Stocks

$

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%

Start Over

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.

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	IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. 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. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. 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. This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.

Calculators