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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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Past performance is not indicative of future results. All securities involve risk and may result in significant losses. Investing in alternative investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Investors must be able to afford the loss of their entire investment. Alternative investment funds should only be part of an investor’s overall investment portfolio. Further, the alternative investment fund portion of an investor’s portfolio should include a balanced portfolio of different alternative investments. Investments in alternative investment funds are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or limited liquidity. Investments in Alternative investment funds are generally highly illiquid and those investors who cannot hold an investment for the long term should not invest.

Any specific alternative investments funds referenced on this site are included purely for illustrative purposes and selected based on name recognition. Such examples are only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by the alternative investment funds identified on this site. There is no guarantee that any alternative investment fund will achieve the same exposure to, or quality of, investments held by any existing fund referenced on this site.

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