Portfolio Expected Return
Weight asset-return assumptions by portfolio shares.
Your numbers
Weighted expected return
Educational estimate using your assumptions; no live rates, tax rules or investment recommendations. Returns can be negative and are not guaranteed.
Scenario comparison
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Formula
E[Rp]=ΣwᵢE[Rᵢ]
Weight asset-return assumptions by portfolio shares.
Worked example
- Expected asset returns (%)
- 5, 10, 15
- Portfolio weights (%) summing to 100
- 20, 50, 30
- Weighted expected return
- 10.5 %
Scope and limitations
Educational estimate using your assumptions; no live rates, tax rules or investment recommendations. Returns can be negative and are not guaranteed.
Inputs are checked for missing values and allowed ranges. A result outside the finite numeric range is not displayed. Rounding affects display, while the calculation uses the model’s numeric precision.
Check your units and assumptions before relying on a result. Changing a label does not convert a currency or physical unit.
Formula version: 39dca7554465 · Example checked: