Mixed Portfolio Asset Allocation Blender

This blender is to help with determining your overall asset allocation and how that compares to your risk tolerance. It has calculators that use rules of thumb to value businesses and income properties, personal real estate equity, whole life cash value, pensions, managed funds, and private equity. You can also enter the value and allocation of your DIY investments. That will give an overall value and “stock-like”:”bond-like” ratio as an estimate of overall aggressiveness/volatility. If you decide that you can adjust your DIY asset allocation to target your risk tolerance, it also gives an alternative DIY allocation target.