Answer 7 questions to determine your optimal portfolio allocation
Enter your current portfolio details for personalized analysis
| Asset Class | Current | Target | Action |
|---|
Your Portfolio Health Score is calculated using three weighted factors:
How closely your current allocation matches your target based on age and risk tolerance.
Whether you have 3-6 months of expenses in accessible cash for emergencies.
Your portfolio spread across different asset classes to reduce concentration risk.
Rule of 110: We use the Rule of 110 as a baseline (110 - your age = target stock %), then adjust based on your risk tolerance from the questionnaire.