Asset Allocation Simulator

Sophisticated institutions significantly outperform individual investor returns by augmenting portfolios with Alternative Assets. Discover your asset allocation strategy to achieve institutional caliber returns.
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 Total Assets
Top 5 Endowments
Conservative
Balanced
Growth
Top 5 Endowments
Conservative
Balanced
Growth
Total investment
$0
PE/VC
$0
PE/VC
Hedge Funds
$0
Hedge Funds
Real Estate
$0
Real Estate
Natural Resources
$0
Natural Resources
The top five endowment model is based on an average of Harvard, UTIMCO, Yale, Stanford, and Princeton endowment distributions for the calendar year 2021.
The conservative model is best for an investor focused on wealth preservation; Lower risk tolerance with more weight towards safer alternative asset classes.
The balanced model is best for an investor focused on reduced volatility; Medium risk tolerance and willing to accept some ups and downs in exchange for alpha.
The growth model is best for an investor focused on wealth creation; Higher risk tolerance with a longer time horizon and potential to generate the highest alpha.
The top five endowment model is based on an average of Harvard, Yale, Stanford. Princeton and Cal Berkeley endowment distributions for the calendar year 2021.
The conservative model is best for an investor focused on wealth preservation; Lower risk tolerance with more weight towards safer alternative asset classes.
The balanced model is best for an investor focused on reduced volatility; Medium risk tolerance and willing to accept some ups and downs in exchange for alpha.
The growth model is best for an investor focused on wealth creation; Higher risk tolerance with a longer time horizon and potential to generate the highest alpha.

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This tool is for informational purposes only. You should not construe any information provided here as investment advice or a recommendation, endorsement, or solicitation to buy any securities offered on Gridline. Gridline is not a fiduciary by virtue of any person's use of or access to this tool. The information provided here is of a general nature and does not address the circumstances of any particular individual or entity. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of this information before making any decisions based on such information.