Press "Enter" to skip to content

Are you Diversified? Analyze!

Portfolio Diversification Analyzer

Assess whether your portfolio is properly diversified — no login, no data leaves this page.

Tip: Fill in at least 8 holdings for a stronger score.
Asset Name Value ($) Asset Class Geography Sector (optional)

Target Allocation (optional)

Adjust these to compare your current mix vs target.

Diversification Score

0/100

Total Value
$0
Holdings
0
Largest Position
0%
Asset Classes
0

Asset Class Distribution

Geographic Distribution

Strengths

    Areas for Improvement

      Portfolio Diversification Analyzer

      Assess whether your investment portfolio is properly diversified — and learn how allocation evolves through life stages.

      Age-Based Diversification Guidelines

      AgeStocksBondsAlternatives / CashGoal
      3080–90%10–20%MinimalAggressive growth phase
      5060–70%25–35%5–10%Balanced approach
      7030–40%50–60%10–15%Capital preservation

      These are general guidelines only. They are based loosely on the “100 minus your age” rule — suggesting that as you age, a smaller share of your assets should remain in equities.

      However, everyone’s situation is different. Your ideal mix depends on:

      • Personal risk tolerance and comfort with volatility
      • Other income sources and assets
      • Time horizon and spending needs
      • Health, family situation, and long-term goals

      Always consult with a qualified portfolio manager or financial planner to adapt these principles to your own objectives and needs.