Keep speculation in proportion.
A worked example
Starting figures
- Net worth
- $220,000
- Target crypto allocation
- 5%
- Current crypto holdings
- $18,000
What it returns
- Overweight by
- $7,000
- Target holding
- $11,000
- Current allocation
- 8.18%
How to read the results
With the defaults above, overweight by works out at $7,000.