How much progress have I made toward my target?
A goal question measures a portfolio against a target — an allocation you are aiming at, or an amount — and says how far from it the portfolio currently stands.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s how your current allocation compares to your targets by instrument type.
| Asset | Current allocation (%) | Target allocation (%) | Difference (pp) |
|---|---|---|---|
| Stock | 49,09% | 38,35 | +10,74 |
| ETF | 31,21% | 51,07 | -19,86 |
| Crypto | 8,62 | 10,59 | -1,97 |
| Cash | 6,06% | 0,00% | +6,06 |
| Precious metal | 5,03% | 0,00% | +5,03 |
What this means: you are over your ETF target by -19,86 percentage points (underweight relative to target), and over your Stock target by +10,74 percentage points (overweight). Crypto is -1,97 percentage points below its target. Cash and Precious metal currently sit above their targets by +6,06 and +5,03 percentage points respectively.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.