Portfolio Optimizer
Choose or create a portfolio to optimize its allocation.
Expected return
N/A
Annualized arithmetic return estimate
Annualized volatility
N/A
Risk ceiling 25%
Sharpe ratio
N/A
Risk-free rate 3.0%
Frontier points
0
Waiting for portfolio data
Return and risk
Each dot shows a portfolio option. The red line marks your risk limit.
Allocation controls
Automatic starting point
No allocation in this sample meets the current volatility ceiling. Raise the ceiling or review the asset mix.
Adjust the return slider below to switch to a manual what-if.
Hold 50% in cash
Scale each asset weight by half; cash earns 0%
No option meets this volatility ceiling. No out-of-limit weights are shown as a recommendation.
Automatic allocation
Recommended weights
These estimates use historical prices for your selected assets. They describe possible long-term risk and return, not guaranteed results. Expected returns are backward-looking estimates.