Asset Allocation
60%
25%
10%
5%
Total: 100%
Investment Parameters
Historical Performance Data
Based on historical market data (annualized returns and volatility):
Stocks (S&P 500)
Avg Return: 10.5%
Volatility: 15.5%
Bonds (Aggregate)
Avg Return: 5.2%
Volatility: 5.5%
Cash (T-Bills)
Avg Return: 3.4%
Volatility: 0.8%
Alternatives
Avg Return: 7.8%
Volatility: 12.0%
Risk Assessment
Portfolio Volatility
--Sharpe Ratio
Max Drawdown (Est.)
--Value at Risk (95%)
--Risk Level
Low
Moderate
High
Moderate Risk
Return Projection
Expected Final Value
--Total Contributions
--Total Returns
--CAGR
--Projected Range (90% Confidence)
--
to
--
Scenario Analysis
Normal Market: Average historical market conditions with typical volatility.
1-Year Return
--5-Year Return
--10-Year Return
--Portfolio Impact
--Portfolio Comparison
| Portfolio | Stocks | Bonds | Cash | Alt | Expected Return | Volatility | Sharpe |
|---|