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Investment Tools

Asset Mix Calculator

 

Many studies have shown that over 80% of long-term portfolio performance comes from having the right mix of investments. This means that having the right balance between risk and return is far more critical than the individual investment decisions you make.

In short, every investor needs a portfolio that is diversified, both by individual investments and by investment classes.

As a RBC Direct Investing or RBC Royal Bank Online Banking client, you have access to our Asset Mix Calculator, to help you select the most appropriate assets for each of your investing goals.

How the Asset Mix Calculator Works

In just a few steps, the Asset Mix Calculator will guide you through the important steps every investor should follow:

You will simply answer a few questions. The Asset Mix Calculator will then provide your Investor Profile and recommend the most suitable mix of assets for your portfolio.

Here are some examples of investor profiles and the asset mix recommended for them:

Your Investor Profile is Growth.
Your Investor Profile Asset Mix

The Asset Mix for the Growth Scenario is:

Asset Mix Growth Chart

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