Portfolio Pyramid Builder 📊
Professional portfolio allocation tool with systematic, age-based investment strategies
$100,000
Total Portfolio Value
15.0%
Cash Position
Cash (15.0%)
Largest Holding
Balanced
Portfolio Status
Portfolio Allocation Report
Age: 35 years (Mid-Career 35-54)
Portfolio Overview
Target Allocation (Age-Based)
Based on current age, the recommended target allocation is:
Portfolio Analysis
Portfolio appears well-balanced for growth and stability
Current Portfolio Allocation
Current Allocation
Portfolio Metrics
Portfolio Holdings
Category | Asset/Stock | % of Portfolio | % of Category |
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