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A successful approach to investing in common stocks includes the ability for investors to set target allocations for their stock holdings based on sector and size, and then identify rebalancing needs for their portfolio. The Portfolio Allocation by Size Report identifies the rebalancing needs for a portfolio based on user defined portfolio allocation targets and current portfolio allocation weightings for common stocks based on size. For combined portfolios, benchmark allocation targets will also be shown if ‘combined allocation targets’ have been entered. Users can also select to ‘only show current allocations’ for a single portfolio if they have not entered portfolio targets, or would like to review current allocations only.
- Stock Size: Small, Medium, Large, Undefined/other
- Current Allocation %: percentage the current stock size market value represents of the total portfolio market value.
- Target Allocation %: allocation percentages as defined by user
- Rebalancing Allocation %: current allocation percentage minus target allocation. Positive percentages indicate the portfolio is currently over-weighted in that size. Negative percentages indicate the portfolio is currently under-weighted in that size. This difference indicates the rebalancing needed to remain consistent with user-defined targets.
- Current Market Value: total market value of all components in the stock size.
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