New-money allocation scenario
How much can allocation drift be reduced using new money alone?
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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: 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) (棒)
Deviation before and after investing
Deviation from target after investing (percentage points) (折れ線)
Remaining cash and constraints
New-money allocation (accounting currency) and Deviation from target after investing (percentage points) (表)
サンプルデータ行
| Asset class | New-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 |