INTERACTIVE TOOL
See how assumptions
shape a scenario.
Enter your own weights and hypothetical moves. Explore the arithmetic without a forecast or a market-data subscription.
Values are illustrative defaults. Weights must total 100%. Currency means the change in each sleeve's effective currency basket against your chosen reporting currency.
| Regional sleeve | Combined move | Contribution |
|---|
Regional concentration = 1 ÷ sum of squared regional weights, shown as effective sleeves. This is not a stock-level diversification measure.
The calculation is open.
Currency and market moves compound
For each sleeve: combined move = (1 + local move / 100) × (1 + currency move / 100) − 1.
Portfolio move = sum of each decimal weight × its combined move. End value = starting value × (1 + portfolio move).
Scope and limitations
This is a single-period calculation with fixed starting weights. It excludes dividends, fees, tax, trading, cash flows, rebalancing and hedging. Changing the currency label does not perform FX conversion.
No covariance model, risk score, expected return or recommendation is provided. Inputs remain in this tab until you export or close it.