Portfolio Tool

Use this tool to experiment with the performance of hypothetical portfolio allocations.

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Risk Affinity Quiz

Use this quiz to discover your risk preferences. For each question below, position the slider toward the side that most closely matches your preference.

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Your Affinity Results

Look at recommended allocations for other risk affinity types:

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Portfolio Simulator

Initial Portfolio Value Final Portfolio Value Final Cash Value Final Returns Monthly Geometric Average Return
Nominal
Inflation Adjusted

Hover over the table titles to learn what each term means.

FAQ

Saudi CPI data, used to calculate inflation, comes from the Saudi Central Bank. Equities data is sourced from the Tadawul All Share Index. Gold is the LMBA Gold price. Real estate data comes from the Tadawul REITs Index. Sukuk data is from Tadawul Government Sukuk/Bonds Index. Finally, oil data is sourced from Brent Crude prices.
The future values are simulated using the Monte Carlo Method. Per Investopedia: A Monte Carlo simulation is a model used to predict the probability of different outcomes when the intervention of random variables is present. Monte Carlo simulations help to explain the impact of risk and uncertainty in prediction and forecasting models.
Geometric average return, also known as the geometric mean, is a method of calcuating average returns by taking into account compounding effects. Learn more with Investopedia.