Portfolio Rebalancing Tool / Calculator
8 August 2006Having posted earlier mentioning rebalancing your portfolio, I just ran across this tool at CNN’s site to help you do just that. It’s called the Asset Allocation Wizard, and it helps you figure out what an ideal percentage of your portfolio should be in each kind of investment depending on when you want to actually use the money and how willing you are to tolerate the ups and downs of riskier investments. It’s a little simplistic and ideally you might want to spend some more time thinking about exactly what you want to invest in, but it will give you an idea of what to do.
Discuss this in the Free the Drones Forums here.
2 Responses to “Portfolio Rebalancing Tool / Calculator”
August 8th, 2006 at 12:34 pm
[...] Today, Free The Drones points to CNN’s Asset Allocator calculator, which — to no one’s surprise — puts the minimum time frame to cash out in the 3 - 5 year range. I suspect/hope that Ms. CarefulWithNumbers is truly careful enough with her own numbers, when planning for her own future, that she already knew this answer, and tossed me the hypothesis only to bait me. But, this is an important point: If you are buying real estate as an investment, look at this calculator and realize that real estate, like most investments, is a long-term investment. If you’re buying a home to live in, however, the investment factor, while a very real and important one, usually takes a back seat to picturing yourself and your loved ones in your very own castle, be it ever so humble. No place like it. [...]
December 27th, 2006 at 11:18 pm
Here is another calculator: http://www.bowgett.com/Rebalance.aspx