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Rebalancing drift alerts

Which positions have weights outside the tolerance range you set?

Portfolio (example holdings) PRT-010 Range Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Highest item: Defensive bonds
21.2 %
Lowest item: Cash
4.2 %
Average
10.7 %
Number of items
4 items

Drift and tolerance bands

Weight deviation (percentage points) (Range)

Breaching items

Allowed drift range (percentage points) (Bar)

Target-setting date

Weight deviation (percentage points) and Allowed drift range (percentage points) (Table)

Sample data rows

Allocation targetWeight deviation (percentage points)Allowed drift range (percentage points)Data date (sample)
Core equities 10.6 9.21 2026-10-16
Defensive bonds 21.2 -8.13 2026-10-16
Satellite strategies 6.8 9.31 2026-10-16
Cash 4.2 0.73 2026-10-16