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Portfolio Calculator

Disclaimer - this calculator considers your investment horizon only. It does not replace a risk profile and other tools a qualified financial adviser will use.

This portfolio calculator is a guide only. It is a generic calculator that is not matched to your personal circumstances.

Amount of your savings
Amount to cover three months outgoings
Up to three years
Three to seven years
Over seven years

As a guide the Shape of Money suggests the following portfolio of your investments

Investment Horizon Up to three years Three to seven years Over seven years
Cash 100% 50% 20%
Fixed Interest 0 30% 10%
Property 0 0 5%
NZ Shares 0 20% 15%
Overseas Shares 0 0% 50%