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Updated year criteria 2026
Investment Portfolio Allocation Calculator
The Investment Portfolio Allocation Calculator estimates a health and body estimate for your scenario from the quantities, rates, period, units and other assumptions requested on the page. Replace the example values with your own investment portfolio allocation figures and recalculate after changing an assumption. Treat it as a planning estimate and independently verify the current rule or provider terms.
Enter the total investment and the desired proportion. The system will calculate the amount to be invested in each asset and warn you if the total proportion is not 100%.
Port allocation results
Asset Type
Proportion (%)
Amount (baht)
Total
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How to allocate your portfolio.
A good portfolio allocation spreads risk and increases the chance of returns consistent with your goals. The appropriate proportion depends on age, investment duration and risk tolerance.
Asset allocation is the allocation of money to different assets such as stocks, bonds, gold. Research has found that asset allocation affects portfolio returns by more than 90%, which is more important than stock selection or investment timing.
What should be the standard portfolio investment ratio for Thais?
There is no right ratio for everyone, but the general principle is young-high risk: shares 60-80%, debt 20-40%; middle-aged: shares 50-60%, debt 30-40%, gold 10%; near retirement: shares 30-40%, debt 50-60%, cash 10%.
How often should I rebalancing portfolios?
Most recommend rebalancing 1-2 per year or when asset ratios deviate from targets beyond 5-10%. Too frequent rebalancing may result in unnecessary fees and taxes.
How many percent of the portfolio should be gold?
Most investors recommend gold 5-15% portfolios. Gold acts as a hedge in times of stock market decline or high inflation, but does not provide cash flow returns (no dividends/interest), so it should not be held too much.
Check before using results
Summary before deciding
This calculation result is suitable for preliminary planning. Actual figures should be checked from documents or official sources before making important decisions.
The calculation is based on the information you enter on this page.
Special cases may require additional information.
It is recommended to record or compare the results with the related tools below.
Disclaimer: The results of the calculations are only estimates and are not financial advice. Consult a financial advisor before making any investment decisions.
English calculator guide
How to use the Investment Portfolio Allocation Calculator
Use this page to test a specific investment portfolio allocation scenario. Enter your own values in the calculator above, review the units beside each field, and recalculate after changing an assumption. The result updates the investment portfolio allocation estimate instead of relying on a generic example.
Build a baseline investment portfolio allocation case with figures that match your situation.
Run a second investment portfolio allocation case after changing the rate, period, quantity or other key assumption.
Record the difference between the two investment portfolio allocation results and the input responsible for it.
Inputs for the investment portfolio allocation estimate
For this investment portfolio allocation calculation, check the quantities, rates, period, units and other assumptions requested on the page. The result is designed to show a health and body estimate for your scenario, not a guaranteed provider price or official decision.
How the investment portfolio allocation result is calculated
The calculator applies the page-specific measurement relationship to the personal values you enter. Reusing the same investment portfolio allocation inputs will produce the same estimate, which makes the page suitable for controlled scenario comparisons.
Checks for a investment portfolio allocation decision
Confirm any current rate, threshold or provider rule that could change the final amount. For investment portfolio allocation, Use the result as a planning estimate and confirm any rate, rule or threshold that may have changed before acting. Because this calculation can affect an important financial, legal or health decision, independently verify the inputs and current rules before relying on the result.
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Terminology, numeric values and calculator controls checked
Review formula structure, test cases, data sources, effective dates, and risk language accordingly.How to check our · There is no claim that an outside professional reviewed it. Unless the page directly states the name and qualifications. This content is therefore not individual advice.
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