Donut chart

Portfolio allocation

Asset split across an investment portfolio.

Equities 52%Bonds 24%Real estate 16%Cash 8%
Made with MakeCharts — Portfolio allocation

What this chart shows

Every rebalancing conversation is about this ring. Target allocation goes in the middle; the deviation is what you act on.

The data behind it

Every number on the chart, free to copy and reuse. Download CSV

CategoryShare of portfolio (%)
Equities52%
Bonds24%
Real estate16%
Cash8%

Make it yours in three steps

  1. Open the exampleThe editor loads with this exact dataset, colours and units already in place. Nothing to import.
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  3. Export or shareDownload PNG or SVG at presentation size, or share a live link your team can keep editing with you.
Full guideDonut chartA pie with a hole in the middle, leaving room for a headline KPI at the center.