Portfolio Simulator
Allocate fictional dollars across asset categories and compare illustrative market environments.
Portfolio Simulator
Fictional portfolio simulator for learning allocation and diversification tradeoffs.
Total allocation: 100.0%
Diversification explanation: mixing categories can reduce concentration in one area, but it does not remove risk.
Five-year illustrative results
| Year | Stocks | Bonds | Cash | Real Estate | Total |
|---|---|---|---|---|---|
| 1 | $5300.00 | $2060.00 | $1530.00 | $1560.00 | $10450.00 |
| 2 | $5618.00 | $2121.80 | $1560.60 | $1622.40 | $10922.80 |
| 3 | $5955.08 | $2185.45 | $1591.81 | $1687.30 | $11419.64 |
| 4 | $6312.38 | $2251.02 | $1623.65 | $1754.79 | $11941.84 |
| 5 | $6691.13 | $2318.55 | $1656.12 | $1824.98 | $12490.78 |
Educational disclaimer: all assumptions and outcomes here are fictional illustrations, not predictions or recommendations.