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How to calculate Portfolio weight

The Portfolio weight formula, with plain worked examples you can check yourself.

Portfolio weight = V ÷ T × 100

The result is a percentage (%).

Worked examples

V = 1200 · T = 4000Portfolio weight = 30%
V = 200 · T = 2000Portfolio weight = 10%
V = 800 · T = 4000Portfolio weight = 20%

How to use it

  1. Write down the values for each letter in the formula.
  2. Do the brackets first, then divide or multiply.
  3. Multiply by 100 to show the answer as a percentage.
  4. Compare the answer with last period or with a competitor to see if it is good or bad.

This formula belongs to Portfolio & Risk.

Related terms

PortfolioIndex fundVolatilityShort sellingBlue chipDiversification

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