Work out portfolio weight instantly with clear inputs, formula shown and shareable results.
A holding's weight is its value over the total portfolio. Comparing that with the target weight gives the drift and the exact trade needed to restore the intended allocation.
Weight and adjustment
Weight = holding / portfolio; adjustment = portfolio × target - holding
Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.
Yes if it is part of the investment portfolio, otherwise every weight is overstated.
Common practice is a band of 5 percentage points or 25% of the target weight, to avoid churning on small moves.