How far has my portfolio drifted?
Name your sleeves, enter what each holds and what you meant each to hold. The tool reports the gap and the moves that close it. It never decides the target for you.
Your hypothetical portfolio
Your targets add up to 100.0%.
New money only never reduces a sleeve. It can fill a shortfall; taking down an overweight needs a sale, so whatever the contribution cannot reach is reported as drift that is still standing.
Largest drift from target12.0 ppIn percentage points, across 2 sleeves, before anything moves. After the move, the widest gap left is 0.0 pp.
Value after the move$100,000Your sleeves plus the new money.
Added to sleeves$12,000
Taken out of sleeves$12,000
Drift left afterwards0.0 pp
Equities60%Bonds40%
Targets are read against the portfolio you would end up with, so new money is part of what has to be spread. The names, the values and the targets are yours: nothing here is attached to an account or to a real holding, and the moves are indicative amounts on sleeves you invented.
Show the figures
| Sleeve | Value now | Weight now | Target | Drift | Move | Value after | Weight after |
|---|---|---|---|---|---|---|---|
| Equities | $72,000 | 72.0% | 60.0% | +12.0 pp | -$12,000 | $60,000 | 60.0% |
| Bonds | $28,000 | 28.0% | 40.0% | -12.0 pp | +$12,000 | $40,000 | 40.0% |