Add Holding
Enter your investment accounts and holdings
Your Holdings
Total: $325,000
Fidelity 500 Index Fund
Domestic Stock
$150,000
Fidelity Total International Index
Foreign Stock
$75,000
Fidelity US Bond Index
Bonds
$45,000
Fidelity Money Market
Short Term
$50,000
Company Stock
Domestic Stock
$5,000
Your Asset Allocation
Based on $325,000 total portfolio value
Domestic Stock
$155,00047.7%
Foreign Stock
$75,00023.1%
Bonds
$45,00013.8%
Short Term
$50,00015.4%
Total
Compare to Target Allocation
Select a risk profile to see recommended allocation
Domestic Stock
Over by 2.7%
Your Allocation
47.7%
Target
45%
Foreign Stock
Over by 3.1%
Your Allocation
23.1%
Target
20%
Bonds
Under by 6.2%
Your Allocation
13.8%
Target
20%
Short Term
Over by 5.4%
Your Allocation
15.4%
Target
10%
Real Estate
Under by 5.0%
Your Allocation
0.0%
Target
5%
About Asset Allocation
Asset allocation is how you divide your investments among different asset classes. A diversified portfolio can help manage risk. The right mix depends on your age, goals, and risk tolerance. This tool is for educational purposes—consult a financial advisor for personalized advice.