MARQUS SINCLAIRInvestor Education & Research

MQS Toolkit · Portfolio Structure

Asset Allocation Worksheet

Compare what you own with the allocation you intend to maintain. The worksheet shows current weights, target amounts, and estimated differences—it does not tell you what your target should be.

Portfolio inputs

Enter current market values and your independently selected target percentages. Values stay in this browser and are not transmitted to MARQUS SINCLAIR.

Asset classCurrent valueCurrentTargetTarget valueDifference

Educational use only

This worksheet is a mathematical illustration, not an allocation recommendation or individualized investment, tax, or legal advice. It does not evaluate suitability, risk capacity, account type, tax consequences, or the merits of any security.