Basic Asset Mix Calculator

Use the Basic Asset Mix Calculator to compute the annual values for a hypothetical portfolio of stocks, bonds and cash.

Complete the the form and click on the Calculate Returns button. In a few seconds the results will be displayed on a new page. All rates of return are annual.

A rate of return may be a negative number. The sum of the percent mix of stocks, bonds and cash should total 100 percent.

Basic Asset Mix Calculator
Initial Amount Invested ($):
Percent Mix Stocks (%):
Percent Mix Bonds: (%)
Percent Mix Cash: (%)
Stock Rate of Return: (%):
Bond Rate of Return:: (%)
Cash Rate of Return: (%)
Number of Years:
Do not enter $ or % in any field.

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