Equally Weighted Portfolio

A type of weighting that gives the same weight, or importance, to each stock in a portfolio. The smallest companies are given equal weight to the largest companies in an equal-weight portfolio. This allows all of the companies to be considered on an even playing field.

Equally weighted portfolio example

Weight Symbol Name Price Quantity Current Value
9.87% AAPL Apple Inc. $104.10 80 $8,328.00
9.70% QCOM QUALCOMM $49.56 165 $8,177.40
10.80% GOOG Alphabet Inc. $758.88 12 $9,106.56
9.54% MSFT Microsoft Corporation $55.48 145 $8,044.60
9.71% ORCL Oracle Corporation $36.38 225 $8,185.50
10.42% AMZN Amazon.com, Inc. $675.89 13 $8,786.57
9.65% TEVA Teva Pharmaceutical $65.64 124 $8,139.36
9.60% INTC Intel Corporation $34.45 235 $8,095.75
10.76% BIDU Baidu, Inc. $189.04 48 $9,073.92
9.96% SBUX Starbucks $60.03 140 $8,404.20


Market capitalization weighted portfolio example

Market cap weighted portfolio example

Rebalancing or reweighting a portfolio

If you have a portfolio and want it to be equally weighted, follow instructions here or use Online Portfolio Rebalancing Tool. Put your traget allocation as 1 divided by number or stocks or mutual funds in your potfolio. For example for 6 mutual funds put 1 / 6 = 16.6% weight for each position.
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