Using the Allocator Tool

One of our newest features is the Allocator tool! In the brief introductory video at the top of the page, Motley Fool Chief Investment Officer Andy Cross and Financial Planning Specialist Amanda Kish explain the basics of asset allocation.

Our Houses offer model portfolios based on various risk tolerances and time horizons to help understand different ways a portfolio can be constructed. 

By using the "Sort the Houses" section on the left-hand side of your screen, you may toggle your "Risk vs Reward" and "Intended time horizon."​​

By toggling these fields, you will see the Houses change on the right-hand side of your screen based on your selections.

The House that fits your selections best will be first in this list, followed by the next best fit and so on and so forth.

Once you have found the House that best fits your portfolio best, click the blue text (like the one shown below) to be taken to that House's page:

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On each House's page, you will find a video introduction and description, as well as a breakdown of the allocation for that House.

To check out a break down of that House's allocation, simply click on any of the buttons next to the pie chart (Stocks, Bonds/Cash, ETFs).

Once you find the House that fits your portfolio best, you can set it as your House with the button at the top of the page (shown below):

You are free to change your House at any time.

Please note that we have an engagement team that assists members with website navigation and login issues, and our services, but we are not financial advisors, and do not provide any personalized advice. The decision of which House best fits your portfolio is entirely up to you.

None of the information provided shall constitute personalized financial advice. All model portfolios are for educational purposes only. User inputs for investment time horizon and risk tolerance enable users to change Houses or see the models for other Houses at any time.

 

Please see our Tools Terms of Service.

 

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