ziggy29
Moderator Emeritus
Not quite. If you had $100 in stocks and $100 in bonds originally, with a 4% jump in stocks you now have $104 in stocks and $100 in bonds.Well, it depends on what the bond portion does. But if the bonds don't change in value, then a 4% equity increase would change your allocation from 50/50 to 51.9%. Did I get that right?
104/204 = 50.98% stocks.