Risk Tolerance Calculator

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Your Risk Tolerance Result

Based on your inputs, your acceptable annualized volatility is:

Recommended Portfolio Allocation:
  • US Equities (SPY):
  • Aggregate Bonds (AGG):
Portfolio Volatility Verification:
  • Target Volatility:
  • Actual Portfolio Volatility:
Calculation Details:
Input Parameters:
  • SPY Volatility:
  • AGG Volatility:
  • Covariance:
Portfolio Variance Components:
  • SPY Contribution:
  • AGG Contribution:
  • Covariance Effect:

Coming Soon

Risk Capacity analysis is in development. This feature will consider:

  • Age, salary, and planned expenses
  • Historical backtests of S&P 500 and Treasury Bonds
  • Optimal portfolio allocation recommendations