📊 Portfolio Risk & Reward Calculator

Analyze your investment portfolio's potential returns and risk levels

Portfolio Configuration

Total Investment Amount ($)

Investment Time Horizon (Years)

1 year 10 years 30 years

Asset Allocation

Stocks (40%)

Real Estate (30%)

Policy Index Fund (20%)

Intraday Trading (10%)

Total: 100%

Risk Tolerance

Expected Annual Returns (%)

Stocks

Real Estate

Index Fund

Intraday Trading

Analysis Results

Portfolio Risk Level Medium

Expected Annual Return

7.2%

Total Expected Value

$196,715

Scenario Analysis

Worst Case (5th percentile) $85,420

Average Case (50th percentile) $196,715

Best Case (95th percentile) $387,420

Volatility (σ)

12.5%

Sharpe Ratio

0.58

🏠 Real Estate Return Calculator

Monthly Cash Flow Analysis

Property Value ($)

Monthly Rent ($)

Monthly Expenses ($)

Down Payment ($)

Annual Cash Flow Return

10.2%

Short Flip Analysis

Purchase Price ($)

Renovation Cost ($)

Expected Sale Price ($)

Holding Period (Months)

Total Closing Costs ($)

Annualized Flip Return

28.6%

💡 Quick Actions

Portfolio Allocation Visualization

Asset Allocation

Stocks $40,000

Real Estate $30,000

Policy Index Fund $20,000

Intraday Trading $10,000

Recommendations

💡 Portfolio Analysis

Your current allocation shows a moderate risk profile suitable for long-term growth.