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asset allocation guide

Asset allocation guide

Educational model portfolios by risk tolerance and time horizon — the same framework professional planners teach, not personalized advice about your specific money.

Build a model allocation

Moderate model allocation

US & International Stocks60%
Broad market index funds (e.g. total stock market or S&P 500 index funds)$3,000
Bonds35%
Broad bond index funds (e.g. total bond market or Treasury index funds)$1,750
Cash & Cash Equivalents5%
Money market funds or high-yield savings$250
Illustrative avg. annual return
~7.7%
Illustrative volatility
~11.8%

This is educational, not personalized advice. This model allocation is the same for everyone who selects the same risk level and time horizon — it isn't tailored to your income, goals, existing holdings, or full financial picture, and it isn't a recommendation to buy any specific fund or security.

Return and volatility figures are simplified illustrations based on long-run historical averages for broad asset classes, not a projection or promise of future results. Past performance doesn't guarantee future performance. For advice tailored to your situation, talk to a licensed financial adviser.