Portfolio turnover rate

Is trading too frequent, and how much of the capital turns over each period?

Portfolio (example holdings) PRT-040 Bar 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: Period one
41.8 %
Lowest item: Period three
2.9 %
Average
25 %
Number of items
4 items

Turnover rate

Period turnover rate (%) (Bar)

Buy/sell amounts and net asset value

Total traded amount (accounting currency) (Line)

Fees and exclusion of internal transfers

Period turnover rate (%) and Total traded amount (accounting currency) (Table)

Sample data rows

Analysis periodPeriod turnover rate (%)Total traded amount (accounting currency)Data date (sample)
Period one 41.8 892980 2026-10-16
Period two 30.8 899054 2026-10-16
Period three 2.9 64507 2026-10-16
Period four 24.5 149071 2026-10-16