Investment Portfolio Calculator
Add as many holdings as you like. The calculator weights each holding's expected return by its size to give your portfolio's blended annual return.
Your holdings
Total invested
—Blended annual return
—Projected 1-year gain
—Value in 1 year
—Holdings
—FAQ
- What is a blended return?
The average return across your holdings, weighted by how much money is in each — larger positions influence it more than smaller ones.