Enter your own stock codes to see the best portfolio outcome and stock allocation historically. Initial stocks shown are a random sample of the ASX300 across the date range selected. The tabs shown on the chart are as follows:

  1. Risk versus Return Profile across the whole Efficient Frontier
  2. Stock Allocations across all possible Returns
  3. Best Stock Allocation for Selected Stocks
  4. Cross Diversification Benefits via Stock Correlations

This calculator uses the principles outlined in our Investment Covenant for SMSF’s. This is outlined in more detail here.

To see the historical returns of this approach, please refer here.