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Lab · 無料

資産配分ウィザード

6つの質問で、1つの推奨配分。プロファイルの期待リターンに基づく10年間の複利累積パスを表示。

Risk profile · 0/6
1. What is your investment horizon?
2. Imagine your portfolio drops 25% in a year. What would you do?
3. How would you rate your investing knowledge?
4. What share of your liquid net worth is going into this portfolio?
5. Which return / risk profile is most attractive?
6. Will you need any of this money in the next 12 months?
Answer all six questions to see your recommended allocation.
関連ラボ
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Multi-asset Markowitz mean-variance optimization with tangency portfolio.
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Two-Asset Portfolio
Sliders for weights and correlation; see how σ shifts.
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Risk & Return Statistics
Compute E(r), σ², σ, Sharpe, skew, kurtosis from probabilistic or historical data.
このラボについて

Asset allocation - how you split money across stocks, bonds, cash, and alternatives - explains the vast majority of portfolio variation. Studies suggest 80-90% of long-run return variation comes from allocation, not stock-picking. This wizard surveys your goals, horizon, and risk tolerance, then suggests a model portfolio plus a 10-year backtest.

方法論

すべてのラボは標準的な教科書の数学に基づいています（Bodie / Kane / Marcus、Fabozzi、Tandelilin）。 Read the full methodology in the How It Works panel above.

このツールを引用
Blockcircle Labs. (2026). 資産配分ウィザード. Retrieved from https://blockcircle.com/labs
投資アドバイスではありません。ツールは教育および研究目的のみです。