Build Your Portfolio Simulator 🚀

Introducing our newest digital tool!

In order to invest, you need to build a portfolio. A portfolio consists of a series of assets to which funds will be allocated. Those assets can be stocks, bonds, and other financial instruments.

There's no one-size-fits-all strategy when building a portfolio, but there are several formulas that have consistently worked for a number of investment objectives.

We have collected financial data dating back to 1970 and built this portfolio simulator, so you can see how different portfolios and strategies would have performed in a variety of economic conditions. Your answers to the following questions will be used to initialize the simulator parameters.