If I add a new position, which allocation gap should it fill?
An allocation question asks how a portfolio is divided — by asset class, sector, region or currency. What counts is the weight of each slice against the total, and the look-through into funds: an ETF is not one holding but hundreds.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
I can show which buckets are currently underweight vs your targets so you can see the gaps. Here are the biggest allocation gaps between current allocation and target (by instrument type):
| Asset | Current allocation (%) | Target allocation (%) | Gap (%) |
|---|---|---|---|
| ETF | 31,21% | 51,07 | -19,86 |
| Crypto | 8,61% | 10,59 | -1,98 |
| Stock | 49,09% | 38,35 | +10,74 |
| Cash | 6,06% | 0,00% | +6,06 |
| Precious metal | 5,03% | 0,00% | +5,03 |
What this table shows
- The ETF bucket has the largest shortfall: current allocation is lower than the target by -19,86 percentage points.
- Crypto is slightly below its target by -1,98 percentage points.
- Stocks, Cash and Precious metal are currently above their targets by the amounts shown.
Notes
- Allocation coverage for asset classes is complete where shown.
- These figures use your current portfolio values and the targets available in your data.
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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.