Use this global portfolio allocation calculator to design and balance an investment portfolio across different countries and asset classes. Adjust allocations to understand how diversification can impact risk and long-term returns.
This tool helps you build a more resilient portfolio by comparing global exposure and aligning your investments with your financial goals.
Inputs
For display only. No FX conversion is performed.
This sets a simple “reference allocation”. Real-life allocation depends on goals, timeline, and risk tolerance.
This tool provides general educational information only and does not consider your full financial situation.
Results
We’ll compare your current allocation vs a reference allocation based on your selected style, then highlight concentration risk and possible diversification ideas.
How to Read the Results
The allocation results show how your investments are distributed across regions and asset classes. Changes in allocation can significantly affect risk, volatility, and long-term returns. Use this calculator to explore diversification strategies rather than to predict short-term performance.
Common Use Cases
• Designing a diversified global investment portfolio
• Comparing different asset allocation strategies
• Understanding risk exposure across regions
• Adjusting portfolios based on long-term goals
• Exploring diversification to reduce concentration risk
Related Calculators
Disclaimer
All calculations provided on Calcufinder are estimates for general informational and planning purposes only. Portfolio performance depends on market conditions and assumptions. This tool does not provide investment advice.