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자산 배분 마법사
Lab · 무료
Lab · 무료
자산 배분 마법사
여섯 가지 질문, 한 가지 추천 배분. 프로파일의 기대 수익률에 따른 10년 복리 누적 경로 예시.
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Risk profile · 0/6
1. What is your investment horizon?
Less than 2 years
2-5 years
5-10 years
More than 10 years
2. Imagine your portfolio drops 25% in a year. What would you do?
Sell everything
Sell half
Hold
Buy more
3. How would you rate your investing knowledge?
Beginner
Intermediate
Advanced
Expert / professional
4. What share of your liquid net worth is going into this portfolio?
More than 75%
50-75%
25-50%
Less than 25%
5. Which return / risk profile is most attractive?
5% return, max -5% drawdown
7% return, max -15% drawdown
9% return, max -30% drawdown
12% return, max -50% drawdown
6. Will you need any of this money in the next 12 months?
Yes, most of it
Yes, some of it
No, but maybe in 1-3y
No
Answer all six questions to see your recommended allocation.
관련 랩
Lab
Efficient Frontier
Multi-asset Markowitz mean-variance optimization with tangency portfolio.
Lab
Two-Asset Portfolio
Sliders for weights and correlation; see how σ shifts.
Lab
Risk & Return Statistics
Compute E(r), σ², σ, Sharpe, skew, kurtosis from probabilistic or historical data.