So I’m trading the old Aggressive Risk portfolio (this isn’t the start of month allocation, its just what today was):
Symbol Weight
CHTR 8.25%
COST 8.25%
GLD 9.00%(x3.0)
GSY 24.00%
HD 3.00%
JNJ 3.00%
PEP 8.25%
PG 3.00%
SPXL 4.50%
TLT 16.00%
TMF 7.50%
VRSK 8.25%
VZ 3.00%
Total 106.00%
Are you saying that I’d simply use 4.5% UGL and then scale everything to 100% like this:
Symbol Weight Adj Weight
CHTR 8.25% 8.13%
COST 8.25% 8.13%
UGL 9%/2=4.5% 4.43%
GSY 24.00% 23.65%
HD 3.00% 2.96%
JNJ 3.00% 2.96%
PEP 8.25% 8.13%
PG 3.00% 2.96%
SPXL 4.50% 4.43%
TLT 16.00% 15.76%
TMF 7.50% 7.39%
VRSK 8.25% 8.13%
VZ 3.00% 2.96%
Total 101.50% 100.00%
Or would you do it this way:
Symbol Weight Adj Weight
CHTR 8.25% 7.47%
COST 8.25% 7.47%
UGL (9%*3)/2=13.5% 12.22%
GSY 24.00% 21.72%
HD 3.00% 2.71%
JNJ 3.00% 2.71%
PEP 8.25% 7.47%
PG 3.00% 2.71%
SPXL 4.50% 4.07%
TLT 16.00% 14.48%
TMF 7.50% 6.79%
VRSK 8.25% 7.47%
VZ 3.00% 2.71%
Total 110.50% 100.00%
I thought I knew how to re-scale and now I’m a bit unsure.
Thank you!