KAC Wealth

Asset Allocation Calculator

Formula 100

Find your Formula 100 split

Enter your age and investment budget. Formula 100 rounds your age up to the nearest 5 to set how much sits in Conservative–Moderate versus Aggressive.

Step 1 · Age

What’s your current age?

yrs

Enter an age greater than 0 and no more than 100.

Current age —

Formula 100 age —

Your age is rounded up to the nearest 5.

Step 2 · Formula 100

100 − — = —

Conservative–Moderate (Minimum)

—

Aggressive (Maximum)

—

Step 3 · Investment budget

How much do you want to invest?

RM

Enter a budget greater than 0.

Step 4 & 5 · Allocation result

Your Formula 100 allocation

Conservative–Moderate (Minimum)

—

—

Aggressive (Maximum)

—

—

Total

100%

—

Conservative–Moderate (Minimum)

SG6 SG12

Aggressive (Maximum)

SG30 SG60 SG120