Portfolio Weight Formula

The percentage composition of a specific holding in a portfolio is termed as Portfolio weight. It can be calculated using various approaches. Dividing the dollar value of a security by the total dollar value of the portfolio is the most basic method. Given here is the Portfolio weight formula to calculate the investment weight. This Investment weight formula provides you the individual formulas for the calculation of investment weight and its percentage.

Investment Weight Formula

Formula:

Investment Weight = Stock Values / Total Stock Values
Investment Weight in Percentage = (Stock Values / Total Stock Values) × 100

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The above Portfolio weight formula in this page will be a beneficial one for the peoples who frequently do investments in stocks and looking for the estimation if investment weights.


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