Free Sample Portfolio Calculator

Asset Classes, from Dec 1999 - March 2020

Try out our free calculator! Simply input your preferred weight of each asset class (make sure it adds to 100%) and see the results.

This calculator is using weekly stock price data from December of 1999 to the present. The average is an arithmetic average.


If you like this sample, be sure to call or email us to find out what else we have!

General Disclaimer

I want to note that this is not in any way a form of investment advice. This tool is here to showcase our ability to build mathematical tools. 

The past performance of a theoretical portfolio that is shown by this calculator from the past 20 years is not in no way indicative of the future.

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