WEALTHMASTERY

Financial literacy education for the modern era.

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PortfolioVisualizer

$100,000
20 years

Asset Allocation

US Stocks
40%
Large-cap US equitiesAvg: 10.5% | Vol: 18%
Int'l Stocks
20%
Developed international marketsAvg: 8.5% | Vol: 20%
Bonds
30%
Investment-grade bondsAvg: 4.5% | Vol: 5%
Real Estate
5%
REITs and propertyAvg: 8% | Vol: 15%
Cash
5%
Money market/savingsAvg: 2% | Vol: 1%
7.8%Expected Return
US Stocks: 40%
Int'l Stocks: 20%
Bonds: 30%
Real Estate: 5%
Cash: 5%
Risk Level

Moderate

Volatility: 8.4%

Expected Return

7.8%

Annual average

Projected Value in 20 Years

Best Case$1,998,973
Expected$444,985
Worst Case$36,932

These projections are based on historical averages and are for educational purposes only. Actual returns will vary. Past performance does not guarantee future results.