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Portfolio Allocation

Risk-Based Allocation Framework

Map your risk score to suggested weights across equity, bonds, gold, cash, and crypto.

Profiles & Suggested Weights

Min Score Max Score Risk Profile Equity (Large) Equity (Mid) Equity (Small) Bonds Gold Cash Crypto Description
040Conservative 5%0%0%80%10%5%0% Capital preservation, low volatility, stable returns.
40.160Balanced 25%10%5%50%5%5%0% Moderate risk; growth balanced with stability.
60.180Dynamic 35%20%10%20%5%5%5% Growth focus; accepts volatility.
80.1100Very Dynamic 35%25%15%10%3%2%10% Aggressive, long-term growth with high volatility.
Large Cap → stable; Mid Cap → balanced growth; Small Cap → high growth/volatility; Bonds → income/stability; Gold → hedge; Cash → liquidity; Crypto → high-risk, high-potential.

Find Your Allocation

Enter a risk score (0–100). We’ll map it to a profile and show suggested weights.

050100
Profile: —
Equity (Large)
0%
Equity (Mid)
0%
Equity (Small)
0%
Bonds
0%
Gold
0%
Cash
0%
Crypto
0%
Large Cap: established stability Mid Cap: balanced growth Small Cap: high growth/volatility
Guidance
  • Scores are indicative; tailor allocations to objectives, horizon, and constraints.
  • Rebalance periodically and during major life/market events.
  • Crypto allocations are only suggested for high-risk profiles.