Streamlined portfolio allocation method, apparatus, and computer-readable medium

A method of allocating wealth to a plurality of investment assets for a portfolio, the method comprising:

• selecting the plurality of investment assets for the portfolio;
• storing the selected plurality of investment assets in a memory;
• assigning a percentage value of a total value of the wealth to each of the plurality of investments assets of the portfolio;
• storing each percentage value assigned to the plurality of investment assets in the memory;
• determining, with processing circuitry, at least one risk statistic and at least one expected future return parameter for the portfolio based on the percentage value assigned to each of the plurality of investment assets for the portfolio;
• displaying, on a display screen, the at least one risk statistic and the at least one expected future return parameter for the portfolio,
• determining, with the processing circuitry, a plurality of portfolios, each of the plurality of portfolios including different percentage values of the total value of the wealth assigned to each of the plurality of investment assets;
• displaying a corresponding risk statistic and a corresponding expected future return parameter for each of the plurality of portfolios on the display screen;
• selecting at least one portfolio from among the plurality of portfolios;
• and
• displaying a first risk statistic and a first expected future return parameter for each investment asset of a corresponding plurality of investment assets for the at least one selected portfolio.