CALCULATOR
Our calculator allows you to simulate various allocations according to your risk tolerance and investment horizon.
▸ How to use this chart
- Legend: click a product to enable/disable it.
- Bars: click/hold and drag vertically to adjust the weight.
- Mouse wheel: fine-tune in small steps.
- Double-click / double-tap: resets your adjustments.
- Keyboard: in the legend, press Enter or Space to (de)activate.
▸ KPIs
Allocation by product
▸ How to use this chart
- Legend: click a product to enable/disable it.
- Bars: click/hold and drag vertically to adjust the weight (others redistribute automatically).
- Mouse wheel: hover a bar and use the wheel to fine-tune.
- Double-click / double-tap a bar to reset your adjustments (back to risk-based profile).
- Keyboard: in the legend, select a product then press Enter or Space to (de)activate.
Capital projection 1000 simulations
▸ About these projections
The projections shown are based on 1000 simulations using the historical monthly returns of each product or index represented, such as DigiGold.
The method, called bootstrap simulation, randomly rearranges past returns to generate a broad range of possible paths. It provides an estimate of the approximate annualized return, volatility and the probable distribution of outcomes over a horizon of up to five years.
These projections aim to realistically illustrate the potential variability of future performance without claiming to be an exact forecast.
⚠️ Results are indicative only. They rely on historical data and statistical assumptions that may change. Past performance does not guarantee future results.
Breakdown by product
| Product | Net return (%) | Vol (%) | Weight (%) | Invested (CHF) | Median value (CHF) |
|---|