Finance & Investing

How to Calculate Portfolio Allocation and Rebalance Your Investments

Learn how to determine asset weightings across stocks, bonds, real estate, crypto, and cash to maintain risk tolerance and rebalance effectively.

Sunny SharmaSunny Sharma
Apr 3, 2026
8 min read
How to Calculate Portfolio Allocation and Rebalance Your Investments

How to Calculate Portfolio Allocation and Rebalance Your Investments

Maintaining an intentional asset allocation is one of the most reliable ways to protect your capital and control volatility across market cycles.

You can calculate your current asset weightings and generate interactive charts with the Burnjet Portfolio Allocation Calculator.


The Asset Weight Formula #

Asset Weight (%)=(Value of Specific AssetTotal Portfolio Value)×100\text{Asset Weight (\%)} = \left(\frac{\text{Value of Specific Asset}}{\text{Total Portfolio Value}}\right) \times 100

Step-by-Step: Using the Burnjet Portfolio Allocation Calculator #

Step 1: Open the Tool #

Navigate to the Burnjet Portfolio Allocation Calculator.

Step 2: Add Your Asset Holdings #

Enter the monetary values for each asset class (e.g., US Equities:

<span class="katex-error" title="ParseError: KaTeX parse error: Can't use function '&#x27; in math mode at position 7: 50,000̲, International…" style="color:#cc0000">50,000,InternationalEquities:</span></div>25,000, International Equities:</span></div>25,000, Bonds:
<span class="katex-error" title="ParseError: KaTeX parse error: Can't use function '&#x27; in math mode at position 7: 15,000̲, Cash:" style="color:#cc0000">15,000,Cash:</span></div>10,000, Cash:</span></div>10,000).

Step 3: Inspect the Interactive Donut Chart #

The tool generates visual breakdown charts showing exact percentage weightings and total portfolio valuation.


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