AllocationInstitute

Equity Portfolio Simulator

Construct a concentrated equity portfolio and simulate its performance through 2024 market conditions. Unallocated capital is held in USD.

Portfolio Composition
AAPL20%
MSFT20%
NVDA10%
TOTAL ALLOCATION50%
USD (CASH)50%
Parameters
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Equity Portfolio Report

Generated on February 9, 2026

AllocationInstitute

Performance Summary

TOTAL RETURN (2024)
-1.68%
FINAL VALUE
$98,319
INITIAL INVESTMENT
$100,000

Portfolio Composition

All Holdings

TickerWeightValue
AAPL20%$20,000
MSFT20%$20,000
NVDA10%$10,000
USD (Cash)50%$50,000

Portfolio Statistics

Number of Holdings3
Equity Allocation50%
Cash Position50%
Top HoldingAAPL (20%)

Risk Assessment

  • Concentration Risk: High concentration with fewer than 5 holdings. Consider diversifying to reduce single-stock risk.
  • Cash Position: Significant cash allocation may reduce returns in rising markets but provides downside protection.
  • Top 5 Concentration: 50% of portfolio in top 5 holdings.

Disclaimer: This report is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Simulated returns are based on historical data and assumptions that may not reflect actual market conditions. Consult a qualified financial advisor before making investment decisions.

Allocation Institute © 2026
Equity Portfolio Report
Total Return (2024)-1.68%
Final Value$98,319
IRR-1.68%
Performance Projection
JanJanFebMarAprMayJunJulAugSepOctNovDec$0k$30k$60k$90k$120k
  • Portfolio Value
Allocation
  • AAPL
  • MSFT
  • NVDA
  • USD (Cash)

CONCENTRATION RISK

High concentration. This portfolio is aggressively positioned.

CASH DRAG

Significant cash position. Reduces volatility but may drag returns.