Tool
Allocation Planner
Model long-term allocations, volatility buffers, and target rebalancing bands.
What this tool covers
- Target allocation bands for core holdings
- Risk bucket sizing for volatile assets
- Rebalance cadence recommendations
Allocation Planner (estimate)
Set target percentages for core, growth, and speculative buckets. Keep totals at 100%.
Allocation output
Core
$60,000
Growth
$30,000
Speculative
$10,000
Educational estimate only. Adjust for your risk tolerance.