Visual Allocation Builder

Build, compare, and save allocation templates

60%Equities40%Fixed100%Total
Adjust Allocations
Equities
60%
Fixed Income
40%
Real Estate
0%
Commodities
0%
Alternatives
0%
Cash
0%
Color Legend
Institutional Templates
Apply proven allocation strategies from leading institutions
Yale
$41.4B AUM
High

David Swensen's pioneering approach emphasizing alternative investments and illiquidity premium

Ivy LeagueAlternative-HeavyLong-Term
CalPERS
$442B AUM
Moderate

California Public Employees' Retirement System - largest US public pension fund

Public PensionLiability-DrivenConservative
Norway GPF
$1.4T AUM
Moderate-High

World's largest sovereign wealth fund with strict ESG mandates

Sovereign WealthESGPassive
Harvard
$50.7B AUM
High

Largest university endowment with hybrid internal/external management

Ivy LeagueHybrid ManagementDiversified
60/40
N/A AUM
Moderate

Time-tested balanced portfolio for moderate risk investors

ClassicSimpleLow-Cost
All Weather
$150B AUM
Low-Moderate

Ray Dalio's risk parity approach designed for all economic environments

Risk ParityAll-WeatherDefensive
CPP
$575B CAD AUM
Moderate-High

Canada Pension Plan Investment Board - one of the world's most respected pension managers

CanadianActive ManagementInfrastructure
Permanent
N/A AUM
Low

Equal-weight portfolio designed to perform in any economic condition

SimpleDefensiveEqual-Weight
Allocation Summary
equities
60%
bonds
40%
Total100%

Advice and observations to consider

  • ▸ Click any pie slice to add specific holdings
  • ▸ Holdings maintain their ratios when you adjust the main allocation
  • ▸ Use the Compare tab to view templates side-by-side
  • ▸ Save your allocation as a template for future use