Asset Allocation Calculator

✖Age of the Individual refers to how long they have been involved in entrepreneurial, financing, or professional activities.ⓘ Age of the Individual [A]

+10%

-10%

✖Asset Allocation refers to the distribution of investments across different asset classes within an investment portfolio.ⓘ Asset Allocation [AA]

⎘ Copy

👎

Formula

✖

Asset Allocation

Formula

`"AA" = 100-"A"`

Example

`"75"=100-"25"`

Calculator

LaTeX

Reset

👍

Asset Allocation Solution

STEP 0: Pre-Calculation Summary

Formula Used

Asset Allocation = 100-Age of the Individual
AA = 100-A
This formula uses 2 Variables

Variables Used

Asset Allocation - Asset Allocation refers to the distribution of investments across different asset classes within an investment portfolio.
Age of the Individual - Age of the Individual refers to how long they have been involved in entrepreneurial, financing, or professional activities.

STEP 1: Convert Input(s) to Base Unit

Age of the Individual: 25 --> No Conversion Required

STEP 2: Evaluate Formula

Substituting Input Values in Formula

AA = 100-A --> 100-25

Evaluating ... ...

AA = 75

STEP 3: Convert Result to Output's Unit

75 --> No Conversion Required

FINAL ANSWER

75 <-- Asset Allocation

(Calculation completed in 00.004 seconds)

You are here -

Home » Financial » Investment Banking » Asset Allocation

Credits

Created by Aashna

IGNOU (IGNOU), India

Aashna has created this Calculator and 50+ more calculators!

Verified by Keerthika Bathula

Indian Institute of Technology, Indian School of mines, Dhanbad (IIT ISM Dhanbad), Dhanbad

Keerthika Bathula has verified this Calculator and 25+ more calculators!

< 14 Investment Banking Calculators

401(K) Calculator

Go 401(K) Calculator = Starting Account Balance*(1+Rate of Interest per Annum)^(Frequency of Interest*Number of Periods for 401(k) shall be made)+(Fixed Amount Invested at Regular Intervals)*((1+Rate of Interest per Annum)^(Frequency of Interest*Number of Periods for 401(k) shall be made))-((1)/(Rate of Interest per Annum))

Roth IRA

Go Roth Ira = Amount Deposited*(1+Rate of Interest per Annum)^(Frequency of Interest Paid*Number of Periods)+Periodical Fixed Amount Invested*(((1+Rate of Interest per Annum)^(Frequency of Interest Paid*Number of Periods)-1)*(1+Rate of Interest per Annum))/(Rate of Interest per Annum)

Boat Loan

Go Boat Loan = (Amount Borrowed*Rate of Interest per Annum*(1+Rate of Interest per Annum)^(Number of Periods for a Loan Outstanding*Frequency wherein the loan amount will be repaid))/((1+Rate of Interest per Annum)^(Number of Periods for a Loan Outstanding*Frequency wherein the loan amount will be repaid)-1)

Balloon Mortgage

Go Balloon Mortgage = Present Value of Original Balance*(1+Rate of Interest per Annum)^Frequency of Payments-Payment*((1+Rate of Interest per Annum)^Frequency of Payments-1/Rate of Interest per Annum)

Adjustable Rate Mortgage

Go Adjustable Rate Mortgage = ((Loan Amount*Rate of Interest per Annum)*(1+Rate of Interest per Annum)^(Number of Periods))/((1+Rate of Interest per Annum)^(Number of Periods-1))

Auto Lease

Go Auto Lease = ((Capitalised Cost-Residual Value at End of Lease Term)/Term of Lease Period+(Capitalised Cost+Residual Value at End of Lease Term)*Money Factor)

College Savings

Go College Savings = College Amount Required/(((1+Rate of Interest per Annum)^(Number of Periods*Frequency of Interest Paid)-1)/(Rate of Interest per Annum))

Fixed Deposit

Go Fixed Deposit = Principal Amount*(1+Rate of Interest per Annum/Frequency of Interest Paid)^(Number of Periods*Frequency of Interest Paid)

Churn Rate for Customers

Go Churn Rate = (Total Number of Customers Lost During Period/Total Number of Customers at beginning of period)*100

Pension

Go Pension = Average Salary*Factor in Terms of Percentage*Number of Years Worked

Upfront Payment

Go Upfront Payment = Loan Amount*Upfront Percentage*Number of Points

Home Equity Loan

Go Home Equity Loan = Market Value of Property-Outstanding Principal Balance of Loan

Cost of Living

Go Cost of Living = Prices in Current Year/Prices in Base Year

Asset Allocation

Go Asset Allocation = 100-Age of the Individual

Asset Allocation Formula

Asset Allocation = 100-Age of the Individual
AA = 100-A

What do you mean by Asset Allocation ?

Asset Allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals, and investment time frame. The focus is on the characteristics of the overall portfolio. Such a strategy contrasts with an approach that focuses on individual assets. The specific allocation of assets within a portfolio depends on factors such as the investor's age, financial goals, risk tolerance, and investment timeframe. A younger investor with a long time horizon may have a higher allocation to stocks for potential growth, while an older investor nearing retirement may have a more conservative allocation with a higher proportion of bonds and cash equivalents for capital preservation. Regular reviews and adjustments to asset allocation are often necessary to maintain the desired risk-return profile as market conditions and personal circumstances change over time.

How to Calculate Asset Allocation?

Asset Allocation calculator uses Asset Allocation = 100-Age of the Individual to calculate the Asset Allocation, Asset Allocation involves dividing the investments among different assets, such as stocks, bonds, and cash. Asset Allocation is denoted by AA symbol.

How to calculate Asset Allocation using this online calculator? To use this online calculator for Asset Allocation, enter Age of the Individual (A) and hit the calculate button. Here is how the Asset Allocation calculation can be explained with given input values -> 75 = 100-25.

FAQ

What is Asset Allocation?

Asset Allocation involves dividing the investments among different assets, such as stocks, bonds, and cash and is represented as AA = 100-A or Asset Allocation = 100-Age of the Individual. Age of the Individual refers to how long they have been involved in entrepreneurial, financing, or professional activities.

How to calculate Asset Allocation?

Asset Allocation involves dividing the investments among different assets, such as stocks, bonds, and cash is calculated using Asset Allocation = 100-Age of the Individual. To calculate Asset Allocation, you need Age of the Individual (A). With our tool, you need to enter the respective value for Age of the Individual and hit the calculate button. You can also select the units (if any) for Input(s) and the Output as well.

Home

FREE PDFs

🔍 Search