Position Sizing Planner (Market Cap Buckets) v1

Auto is best for planning. Manual is best for enforcement.
Recommended: 20–25 (% of portfolio)

Bucket Plan

Market Cap Bucket Target % of Portfolio # Holdings Per Holding % (manual) Computed $ Allocation $ Per Holding Notes
Tip: Start by matching your current reality. Then evolve toward your ideal mix.

Portfolio Summary

Total Target Allocation0% Unallocated (Cash)0%
Total $ Allocated$0.00 Unallocated $$0.00
% in < $50M0% Guardrail StatusNot computed