Alternative Asset Allocation Evaluator

Define Your Portfolio Allocation

1. Current Traditional Portfolio

Stocks Allocation (%):

Stocks Expected Return (%):

Stocks Volatility (%):

Bonds Allocation (%):

Bonds Expected Return (%):

Bonds Volatility (%):

Cash Allocation (%):

Cash Expected Return (%):

Cash Volatility (%):

Total Traditional Allocation: 100% (must sum to 100% before alternatives)

2. Alternative Asset Classes (Optional)

Check an asset type to include it in your portfolio and define its characteristics. Total portfolio allocation (traditional + alternatives) must sum to 100%.

Real Estate (Private/Direct) ▶

Include Real Estate

Private Equity ▶

Include Private Equity

Hedge Funds ▶

Include Hedge Funds

Commodities ▶

Include Commodities

Digital Assets (e.g., Cryptocurrencies) ▶

Include Digital Assets

Total Portfolio Allocation: 100% (must sum to 100%)

Portfolio Evaluation Results

Overall Portfolio Performance:

Original Expected Return: --%

New Expected Return: --%

Original Volatility: --%

New Volatility: --%

Diversification Benefit (Volatility Reduction): --%

New Portfolio Breakdown:

Asset Class	Allocation (%)	Expected Return (%)	Volatility (%)	Liquidity
Run evaluation to see breakdown.

AI Insight:

No AI insight generated yet. Run evaluation.

Allocation Report

Your Portfolio Parameters:

No parameters set. Please go to 'Allocation Inputs' to define your portfolio.

Evaluation Summary:

Original Expected Return: --%

New Expected Return: --%

Original Volatility: --%

New Volatility: --%

Diversification Benefit: --%

AI Insight:

No AI insight generated yet.

Detailed New Portfolio Allocation

Asset Class	Allocation (%)	Expected Return (%)	Volatility (%)	Correlation to Stocks	Correlation to Bonds	Liquidity
No portfolio data for report.