Crypto Portfolio Allocation Calculator
Diversification is crucial in crypto investing. This calculator helps you distribute your portfolio across multiple asset classes according to a strategic allocation — particularly effective for limiting risk and optimizing return potential.
結果
￥6,000
Asset A amount
- Asset B amount
- ￥3,000
- Asset C amount
- ￥1,000
How this was calculated
- 1Calculate Asset A value￥10,000 × 60% ÷ 100% = ￥6,000
- 2Calculate Asset B value￥10,000 × 30% ÷ 100% = ￥3,000
- 3Calculate Asset C value￥10,000 × 10% ÷ 100% = ￥1,000
公式
Asset Value = Total portfolio × (Asset allocation % ÷ Total allocation %). This ensures you never over-allocate or under-allocate your portfolio.
The formula automatically normalizes your allocation percentages, even if they don't add up to exactly 100%. This makes it flexible to adjust strategies. If you set Asset A=60%, Asset B=30%, Asset C=10%, you get exactly that ratio.
ステップ解説
- 1Define your three asset classes (e.g. Bitcoin, Ethereum, Altcoins or other crypto segments).
- 2Enter your total portfolio value.
- 3Enter the target allocation percentages for each asset class.
- 4The calculator automatically computes the exact amounts for each asset.
計算例
EUR 10,000 portfolio: 60% Bitcoin, 30% Ethereum, 10% Altcoins
→ Bitcoin: EUR 6,000, Ethereum: EUR 3,000, Altcoins: EUR 1,000
EUR 50,000 portfolio: 50% Bitcoin, 35% Ethereum, 15% Altcoins
→ Bitcoin: EUR 25,000, Ethereum: EUR 17,500, Altcoins: EUR 7,500
EUR 100,000 portfolio: 40% Bitcoin, 40% Ethereum, 20% Altcoins
→ Bitcoin: EUR 40,000, Ethereum: EUR 40,000, Altcoins: EUR 20,000
Reference table
| Strategy | Bitcoin % | Ethereum % | Altcoins % | Risk |
|---|---|---|---|---|
| Conservative | 70% | 20% | 10% | Low |
| Balanced | 50% | 35% | 15% | Moderate |
| Aggressive | 40% | 40% | 20% | High |
| Altcoin focused | 30% | 30% | 40% | Very High |
Choose a strategy based on your risk tolerance and investment horizon.
よくある間違い
- Not rebalancing allocation regularly — price movements can throw your strategy out of balance.
- Using too many asset classes (more than 3-5) which negates diversification benefits and makes rebalancing harder.
- Setting allocation percentages without considering your risk tolerance or investment horizon.
活用シーン
- Starting a crypto portfolio with defined risk and return objectives.
- Rebalancing existing investments back to target allocation after market changes.
- Comparing different allocation strategies to choose the most suitable one.
よくある質問
How often should I rebalance my portfolio?
Most experts recommend rebalancing quarterly (every 3 months) or if individual positions deviate more than 5-10% from your target.
Can I use more than 3 asset classes?
Yes, technically you can add more asset classes, but this calculator optimally supports 3. For more complex portfolios, manually split your additional allocations.
Is this the same as DCA (Dollar Cost Averaging)?
No, this determines allocation based on total amount. DCA is an investment strategy where you buy small amounts regularly regardless of price. You can combine both.
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