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Event-Based Portfolio Allocation Formula

Insert values in decimal form instead of percentage (Ex: 0.07 instead of +7%)

Description

The Myrtle Equities Event-Based Portfolio Allocation Formula allows fund/portfolio managers to calculate exactly what percentage of the overall portfolio a specific asset should be allocated based on its performance during a specific event. 

The Cap-Weighted Percentage Calculator provided on this page is a tool developed by Myrtle Equities Global LLC to assist users in calculating portfolio weights based on market capitalization. Please be advised that the information and results generated by this calculator are for informational purposes only. The results produced by the Cap-Weighted Percentage Calculator are based on the inputs provided by the user and the specific formula applied. Myrtle Equities Global LLC does not guarantee the accuracy, completeness, or usefulness of any information derived from the use of this calculator. This calculator and its results should not be considered as financial advice, investment advice, or any form of professional guidance. Users are solely responsible for their own investment decisions and should conduct thorough research and seek advice from qualified financial advisors before making any investment decisions. Myrtle Equities Global LLC expressly disclaims any liability for any losses or damages incurred as a result of using the Cap-Weighted Percentage Calculator or relying on its results. By using this calculator, you acknowledge and agree that you understand the limitations of this tool and the importance of conducting your own independent research. Myrtle Equities Global LLC will not be held liable for any actions taken based on the information provided by this calculator. If you have any questions or require further assistance, please contact a qualified financial advisor. © 2024 Myrtle Equities Global LLC. All rights reserved.

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