What is the right allocation percentage for your retirement/investment portfolio?

DIY asset allocation tool for your portfolio design strategy.

When was the last time you reviewed your 401k or other investment portfolio?

Professional grade re-balancing calculator for your portfolio.

401k-Checkup™ is a powerful, easy to use portfolio rebalancing tool. Are you looking for a Do It Youself (DIY) tool that analyzes your existing retirement portfolio allocation? Are you interested in getting valuable insight on your 401k, 403b, 529, IRA or Mutual Fund account? Get easy to use ideas for both increasing your return on investment (ROI) and lowering your portfolio risk. See for yourself IF your retirement portfolio could have done better had you allocated your money differently! DIY ideas for improvement through portfolio rebalancing. Learn more below or get your 401k portfolio rebalance started today. Get your 401k-Checkup today!

It's a tool, not a rule!

Gain insight from hindsight with a 401k-Checkup.

If you don't learn from the past, you are destined to repeat it.

401k-Checkup's™ (PSDS Reports) cut through look alike monthly statements and bulky quarterly reports. How would easy to understand information about your portfolio help your investments? Gain insights toward answers you may be seeking.

Link to Free portfolio rebalancing tool.

Using up to 10 years of captured data and patented simulation software, 401k-Checkup's™ show you "what could have been" if your existing investment dollars would have been spread out differently. Each 401k-Checkup™ is easy to understand and quickly helps you see...

  • How each of your individual investments contributed to the overall portfolio performance.

  • How your current allocation compares to a Maximum APR allocation and a Risk-Reward balanced benchmark.

  • Which investments have the least & most affect on the rate of return and the amount of price volatility to expect.

401k-Checkup's™ deliver useful information for addressing common sense questions about your retirement portfolio. Get your 401k-Checkup™ NOW! 401k-Checkup™ can be a valuable tool in your retirement planning.

Start your portfolio rebalancing 401k-Checkup session here.

Additional Information Request on portfolio rebalancing.