Calculator for portfolio allocation

Visibility: Public
asked May 24, 2016 11:43 AM by
 gravatar image

Hi Jin,

would it be doable to put the simple portfolio allocation calculator on the site again, please?

The investment tax optimizer page is the replacement for it, but it goes into way too much detail (will there be a youtube video at some point walking you through the form at some point?). I would be interested in the bare bones calculator, if possible. Either online or as an Excel spreadsheet.

Sorry, if I am a pain here, but being a beginner, I think simple tools are good to help you grasp the concept. Not sure how many other absolute investment beginners are on here...

Thanks, Helmut

Edit Retag Flag offensive Close Delete


Thanks, Jin. That works just fine. I was watching most of your videos but your website has changed quite a bit since the videos were made.

HelmutD ( May 24, 2016 06:28 PM )edit

1 answer

sort by ยป oldest newest most voted
answered May 24, 2016 05:25 PM by
Jin Won Choi gravatar image Administrator

Hi Helmut, have you looked at the 'Quick Rebalance' tab in the model portfolios page? I believe that should provide with what you need.


Edit Flag offensive Delete Link
Please log in to post an answer.
Web Analytics