Go to the Portfolio Analysis section of our website to start building your custom portfolios.
Click on CREATE PORTFOLIOS. If you’ve created a user profile, you’ll be able to save your portfolios and refer to them later. If you haven’t signed up yet, you’ll be prompted to do so or you can continue as a guest.
Select your allocations, then name your portfolio at the bottom left of the screen. The expected return and volatility automatically displays as you build your portfolio. Save and view your portfolio to see how it stacks up against the model and efficient portfolios.
You’ve just taken the 5% Challenge! How likely is your portfolio to achieve or exceed a 5% annualized real return over the next decade?