Future account allocations

This page will allow you to enter new values for your future asset allocations; simply select the year that you wish to edit. The TIME MACHINE will automatically rebalance the portfolio according to that target allocation (beginning January of the set year).
The set allocation targets persist until they are changed in a later year.
If you wish to assign a future allocation to an asset class not currently on the list, you can do so by adding one or more investments of that asset class (or containing that asset class) to the account, and by setting the allocation of previous years to zero. The investments may have a value of zero.
Once your target allocations add up to 100, click submit to save them and to return to the current year.
The pie charts below the table display the current and target allocations, and they also subdivide them by asset location and asset type.