Which parts of my portfolio are not aligned with my goals?
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.
I can only state how your portfolio currently compares to your targets — I won't give recommendations.
Here are the mismatches between current allocation and target allocation by instrument type (showing only types where a target exists):
| Asset | Current allocation (%) | Target allocation (%) |
|---|---|---|
| ETF | 31,21% | 51,07 |
| Stock | 49,09% | 38,35 |
| Crypto | 8,62 | 10,59 |
What this means
- ETFs are underweight relative to your target by the table above.
- Stocks are overweight relative to their target.
- Crypto is slightly underweight relative to its target.
- Cash, Precious metal and any classes with no target are listed at their current allocations but have no target to compare here.
Notes and coverage
- Allocation coverage for currencies and regions is complete; country coverage is 99,4% and sector coverage is 99,95%.
- These figures show allocation differences only; they do not include realised or unrealised gains, risk metrics, or other goals you may have.
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Related questions
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.