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Portfolio allocation by age

Portfolio allocation by age

Stocks 75 % 15.000,00 €
Bonds 25 % 5000,00 €

The "age rule" is a rough guide: the older you are, the more weight in bonds (less risk). Adjust the profile to your risk tolerance and time horizon. Not financial advice.

This portfolio allocation by age calculator works out how to split your money between stocks and bonds using the classic “110 minus your age” rule (or the 100/120 variants).

A quick rule of thumb, not a personalized plan

The idea is simple: subtract your age from a base number (100, 110 or 120) to get the percentage that goes into stocks, with the rest in bonds. As you get older, the rule automatically shifts you toward more bonds and less risk — which broadly matches how most people’s ability to recover from a market drop declines as retirement approaches.

Example: age 35, base 110

At age 35 with a base of 110, the rule points to 75% in stocks and 25% in bonds. On a €20,000 portfolio, that’s €15,000 in stocks and €5,000 in bonds. Switch to the conservative (100) or aggressive (120) base to see how the split shifts.

For guidance only — not financial advice.

FAQ

What is the age-based allocation rule?
A rough guide for splitting a portfolio between stocks and bonds based on your age: the stock percentage is estimated as a base (100, 110 or 120) minus your age. The older you are, the less in stocks and the more in bonds.
Which base should I use: 100, 110 or 120?
The higher the base, the more aggressive the portfolio. 100 is conservative, 110 is a common middle ground, and 120 is more aggressive — meant for long horizons and higher risk tolerance.
Is this personalized advice?
No. It's a general rule of thumb. Your ideal allocation depends on your time horizon, goals, risk tolerance and personal situation.