Enhanced Portfolio Calculator

Calculate portfolio performance, risk metrics, and asset allocation

Risk-Free Rate (%)

US Stocks

Asset Name

Allocation (%)

Expected Return (%)

Risk (%)

Correlation

Category

International Stocks

Asset Name

Allocation (%)

Expected Return (%)

Risk (%)

Correlation

Category

Bonds

Asset Name

Allocation (%)

Expected Return (%)

Risk (%)

Correlation

Category

Real Estate

Asset Name

Allocation (%)

Expected Return (%)

Risk (%)

Correlation

Category

Portfolio Examples

About Portfolio Analysis

Risk Metrics

• Sharpe Ratio: Risk-adjusted return
• VaR: Potential loss at confidence level
• Beta: Market sensitivity
• Alpha: Excess return vs benchmark

Asset Allocation

• Diversify across asset classes
• Consider correlation between assets
• Rebalance regularly
• Match allocation to risk tolerance