Plan detail
Drift Assessment Review
A focused review of how far your current weights have moved from targets, with clear go / wait / partial-rebalance recommendations.
Request this plan
Purpose
When you already have target weights, a Drift Assessment Review checks whether today’s book still sits inside the bands you agreed — or whether a partial rebalance is warranted. We read your Smart Crypto Calculator PC weight outputs against the last written plan.
Included
Comparison table of target vs current weight, a short recommendation (hold, trim, or top-up), and notes on which two or three positions matter most for bringing drift back in line.
Not included
A full redesign of your allocation policy. If targets need rewriting, we will recommend the Portfolio Rebalancing Plan instead.
Next step
Ask for a Drift Assessment with your last target sheet attached if you have one.