Diversification

In this section, investors seek to analyse their portfolio distribuiton, to see if the portfolio is balanced the way they like.

Warren Buffett

Do not put all eggs in one basket.

Value vs Allocated

• First you have a pie, that represents 100%, and then we have all the holdings in it, with their corresponding weights.

• You can filter by "Current Value", that represents the weight of the Holding Current Value in the portfolio.

• You can also filter by "Allocated", that represents the weight of the Holding Total Allocated/Invested money in the portfolio.

Categories

• You can also filter the Pie chart by categories, that allow to see how your portfolio is weighted in different points of view.

• Imagine if you want to have your portfolio al least 50% US stocks, and 50% EU stocks, then you would check the Country tab to see if that is happening.

• Or imagine that you don't want to have more than 50% exposure to 1 sector alone.

Pie Chart vs Bar Chart

• If you prefer, you can also view your portfolio diversification in a bar chart, can give a diferent perspective of the weights distribuiton