Alternative Allocation Calculator

How much should you allocate to alternatives? Based on your portfolio size, we recommend between 1.5% and 5%. Larger portfolios benefit more from diversification and can handle more illiquidity.

Your Portfolio

Total Portfolio Size$500,000
$100K$50M
Recommended Allocation to Alternatives
1.5%of portfolio
That equals
$7,640
across alternative investments

Why this allocation?

With a growing portfolio, you can start meaningfully diversifying into alternatives. Consider starting with one or two sectors.

Sample Distribution by Sector

Rare Metals$1,528
Collectibles$1,146
Dubai Real Estate$1,910
Fine Art$1,146
Litigation Finance$1,146
Business Acquisitions$764
Total Alternative Allocation$7,640

This calculator provides educational guidance only and is not personalized investment advice. Actual allocations should be determined based on your complete financial picture, tax situation, risk tolerance, and goals. Consult qualified professionals before making investment decisions.