Portfolio scenarios
MethodologyPositions and hypothetical moves
Enter current USD values, including cash and other assets for a fuller denominator. Combine the same asset across accounts. Choose a percentage move for each position; no move is predicted here.
Up to twenty positions. Values stay in this page's memory and disappear on reload. They are not saved to your account or sent with a calculation.
Exposure and scenario
Complete the positions to see the calculation.
- Position 1: enter a name.
- Position 1: enter a USD value from 0 to 1 trillion.
How to read the calculation
Weight is a position's USD value divided by the total entered. The concentration bands are descriptive cutoffs: largest position below 25%, from 25% to below 50%, or at least 50%. These are this calculator's labels, not regulatory thresholds or recommended allocations.
The squared-weight index adds each fractional weight squared. Its reciprocal is the number of equal-sized positions with the same concentration: four equal positions give 0.25 and four. Splitting one asset into multiple names understates concentration. Funds may overlap, and four miners can share the same drivers.
Scenario change is the sum of each value multiplied by its chosen percentage move. All moves happen together in a single hypothetical step, with no predicted probability or time horizon. This assumes long-only positions without borrowing, options, fees, tax, trades or cash flows. The bitcoin grouping follows your category choices; it does not estimate hidden fund exposure or correlations.
Concentration is one part of risk. Liquidity, debt, time horizon and other obligations are absent here. Investor.gov explains asset allocation and diversification. Use the calculator to compare your own assumptions; it does not recommend a purchase, sale or target allocation.