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Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash, bonds, and stocks that corresponds to your personal demographics and your investment experience. These sample mixes are only examples and are not specific recommendations. If you want a more detailed view of an allocation that relates to your individual needs and preferences, your financial advisor has on-line access to sophisticated financial planning software and would be happy to provide you with a more highly individualized analysis.
By changing any value in the following form fields, calculated values are immediately provided for displayed output values. Click the view report button to see all of your results.
Click this menu to access additional calculator functions including:
Reset to Defaults: Click the "Reset to Defaults" button to reload the default values for this calculator.
Clear all Fields: Click the "Clear all Fields" button to clear all entry fields and reset any radio buttons or drop downs to their default values.
Copy Link: Click to copy a link to this calculator and its current entries to the clipboard. This link can then be pasted into a browser, or another location such as an email or a document. When the link is followed, it will bring up the calculator and load the values that were entered when the link was created.
Email: Click to create an email. Your email program will open with a new email and a brief summary of the calculator results. A link will also be generated as part of the email. When this link is clicked, the calculator page and the values used to create the email will open in a internet browser tab.
Save a copy*: This allows you to save a copy of your entries. Up to 10 sets of data are allowed for each calculator. All data is stored locally and encrypted within your browser. The data is not transmitted over the Internet.
* Note: The "Save a Copy" function is temporary and will only retain information until you clear your browser's cache.
*indicates required.
How old are you?
Under 35 (Click to select)
In how many years do you expect to start withdrawing money from this investment?
More than 20 years (Click to select)
Which of the following appropriately describes your investment goal?
Protection (Click to select)
Protecting my initial investment
Generating income and slight growth
Generating moderate to substantial growth
Obtaining maximum growth
How would you feel if the stock market were to perform very poorly over the next 3 to 5 years?
Very troubled (Click to select)
Very troubled about the safety of my portfolio. It would keep me awake at night.
Moderately concerned. It would not be on my mind all the time.
Not too concerned because I'm in the market for the long term.
I may place additional money into the market and average my costs down.
How would you feel if the stock market were to perform very poorly over the next 6 to 12 months?
Not bother me (Click to select)
It would not bother me, one or two quarters is not indicative of the long term.
I'd be concerned if I suffered a loss of more than 15%.
I cannot tolerate any loss.
**FIG_GRAPHTITLE** Pie Chart: Please use the calculator's report to see detailed calculation results in tabular form.
Answer the investment questions as accurately as possible. Each answer has an assigned point value. The total points generated from all answers is used to determine the type of investment profile with the best match. Please note that this should be used only as a starting point for your investment strategy and allocation.
Asset classes
This calculator uses there basic asset classes to allocate a portfolio. They are "T-Bill Fund", "Term Deposits/GIC's", "Bond Fund", "Canadian Equities", "US Equities" and "International Equity Fund".
Investor Profile
The suggested investor profile provides a guide to your allocation between investment classes.
