The Portfolio Segment Allocation and Return Calculator

This calculator allows you to test various Portfolio Segment scenarios. For each Portfolio Segment, enter an Expected Return and an Allocation Percentage. Make sure that your total allocations add up to 100%. The lower right cell of the table gives you the Expected Return for the portfolio scenario entered.

Note 1: Numbers in the blue cells are calculated - any user entry in these fields will be ignored.
Note 2: Enter percentages as whole numbers with no decimal points - thus for 6% enter 6 not .06.

Portfolio Segment Allocation and Return