Rebalancing amount scenario
How much would each asset class need to be adjusted to return to my target allocation?
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サンプルJSON
仕様JSON
サンプル基準日
0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD
- Highest item: Core equities
- 197,964 HKD
- Lowest item: Bonds
- 146,639 HKD
- Average
- 168,287 HKD
- Number of items
- 4 items
Proposed adjustment amount
Proposed adjustment amount (accounting currency) (棒)
Allocation before and after
Weights before and after adjustment (%) (折れ線)
Fractional share and fee assumptions
Proposed adjustment amount (accounting currency) and Weights before and after adjustment (%) (表)
サンプルデータ行
| Allocation category | Proposed adjustment amount (accounting currency) | Weights before and after adjustment (%) | Data date (sample) |
|---|---|---|---|
| Core equities | 197964 | 14 | 2026-10-16 |
| Satellite stocks | 166477 | 48.2 | 2026-10-16 |
| Bonds | 146639 | 31.8 | 2026-10-16 |
| Cash | 162066 | 6 | 2026-10-16 |