How to Use the ETF Smart-Weight Rebalancing Calculator

1. Enter Your ETFs

• Fill in each row with your ETF’s ticker, current portfolio percentage, and key metrics:
  • CAGR (%)
  • Risk (Std Dev %)
  • Sharpe Ratio
  • Max Drawdown (%)
  • Beta
  • Expense Ratio (%)
• Add more ETFs with the + Add ETF button, or remove any with the ✕ button.

2. Import/Export CSV

• To quickly load your portfolio, click Import CSV and select a CSV file with columns:
  Ticker,Weight,CAGR,Risk,Sharpe,Drawdown,Beta,Expense
• To save your current table, click Export CSV.

3. Choose Smart Weighting Method

• Select how you want the calculator to optimize your portfolio:
  • Sharpe Ratio (risk-adjusted return)
  • CAGR (total return)
  • Inverse Risk (lower volatility)
  • Inverse Drawdown (lower max loss)
  • Inverse Beta (lower market correlation)
  • Inverse Expense (lower fees)

4. Recalculate Smart Weights

• Click Recalculate Smart Weights to see:
  • Recommended new allocations based on your chosen metric
  • How much to increase or decrease each ETF
  • Portfolio statistics for both your current and smart allocations

5. Visualize Your Portfolio

• View interactive charts:
  • Pie Chart: Compare your current and smart allocations
  • Bar Chart: See all ETF metrics at a glance

6. Save or Adjust

• Export your updated portfolio as a CSV for your records or further analysis.
• Adjust your inputs and repeat as needed.

Tip:
This tool is for educational purposes. Always do your own research or consult a financial advisor before making investment decisions.

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