English
繁體中文 简体中文 English 日本語 한국어
Resources

Research sections

All reports Published reports
Insights Methodology Pricing Marketplace
Get research access
Menu

New-money allocation scenario

How much can allocation drift be reduced using new money alone?

Portfolio (example holdings) PRT-047 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: Underweight bonds
728,831 HKD
Lowest item: Core funds
161,837 HKD
Average
334,738 HKD
Number of items
4 items

New-money allocation

New-money allocation (accounting currency) (Bar)

Deviation before and after investing

Deviation from target after investing (percentage points) (Line)

Remaining cash and constraints

New-money allocation (accounting currency) and Deviation from target after investing (percentage points) (Table)

Sample data rows

Asset classNew-money allocation (accounting currency)Deviation from target after investing (percentage points)Data date (sample)
Underweight stocks 208456 -7.27 2026-10-16
Underweight bonds 728831 5.62 2026-10-16
Core funds 161837 1.24 2026-10-16
Cash retained 239826 7.05 2026-10-16