Allocation Planner Tool

Portfolio Return Tool — Discipline Funds

Asset Allocation Return Simulator BETA

How to Use This Tool

Enter your allocation percentages for T-bills, Bonds, Stocks, and Alternatives (target sum = 100%). Then input expected annual returns for each sleeve. Click Calculate to see the donut allocation and the portfolio’s expected return.

The Contribution chart shows each sleeve’s impact on the total return (weight × return).

Projected return inputs:

T-Bills: Current 6-month T-bill
Stocks: DF equity return estimator
Bonds: SEC yield of Agg
Alts: Custom assumption
See also: Vanguard Capital Markets Forecasts

Allocations (%)

T-bills (%)

Bonds (%)

Stocks (%)

Alternatives (%)

Sum = 100.0%

Expected Returns (%)

T-bills return (%)

Bonds return (%)

Stocks return (%)

Alternatives return (%)

Ready

Weighted by sleeve allocation. Values are user-input assumptions.

Asset	Weight (%)	Return (%)	Contribution (pp)
Total	100.0		—