Marlowe Keynes Allocation — The Most Advanced Asset Allocation Software Is Now In One Place
Select a preset below to explore allocation strategies
The traditional balanced portfolio — 60% equities, 40% bonds and cash.
Click any asset class to customize its holdings
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CAGRAnnualized return
8.51%
Max DrawdownWorst peak-to-trough
-20.48%
Sharpe RatioRisk-adjusted return
0.65
VolatilityAnnualized std dev
10.87%
Win Rate29+ / 6−
83.00%
Best Year1995
+28.7%
Worst Year2008
-20.5%
SortinoDownside risk-adj.
0.97
Growth of $10,000
$174,25535 years
- Portfolio
- S&P 500
- 60/40 Benchmark
Morning Brief
AIMorning brief is being prepared...
Earnings Pulse
MK EARNINGSjust nowEarnings data unavailable for current allocation
Try selecting a preset with equities exposure, or check back later
What You Can Do
22 toolsBuild
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Equity BuilderConstruct global stock portfolios
Bond BuilderDesign fixed income allocations
REIT BuilderBuild real estate exposure
Commodity BuilderAdd commodities to your mix
Master AllocationYour complete portfolio view
TemplatesPre-built strategy blueprints
Analyze
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BacktestTest against 35 years of data
Monte CarloProbability of outcomes
Stress TestSurvive market crises?
Factor AnalysisDecompose your risk
CorrelationHow assets move together
What-If CalculatorModel any scenario
Research
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Market DashboardLive prices and trends
Company ResearchDeep-dive any company
Articles195 expert perspectives
DLS OracleAI-powered insights
Track & Report
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Portfolio TrackerMonitor all your holdings
Health ScoreDiagnose portfolio fitness
Board ReportPresentation-ready PDFs
Custom ReportBuild your own analysis
Morning BriefDaily market summary
WatchlistTrack stocks you care about