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.

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The Asset Weight Formula #

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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: $50,000, International Equities:$25,000, Bonds: $15,000, Cash:$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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Related Tools #

• Stock Return Calculator: Evaluate individual stock positions.
• Emergency Fund Calculator: Ensure your cash allocation covers essential living buffers.