DIVERSIFICATION TOOL

With the recent bearish performance in the market, many investors realised that they were overexposed to tech stocks. It will be great to have a diversification tool or measure for users.
Perhaps something that will group the holdings by percentage in each sector or category?

Thank you.

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Would be good. In case you aren’t aware there are online tools elsewhere you can use to break his down for you. simplywall.st has a free account option that you can plug your holdings into and get the breakdown you’re looking for.

Thanks Joey, it’s just more convenient having a visual reminder in app/platform to do that for you.

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I agree and am sure it’s one of the many features the team are working on. They do want to make their offering as holistic as possible.

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Can you import a CSV file or do you have to write it in manually?

I seem to remember MorningStar having something like that also, but at least with the free version you had to write them in manually, one by one.

Genuine impact is very good for this, because it shows your top holdings including the individual stocks inside your ETFs, and has a few things you can look into:


(From my HL Lifetime ISA funds)

Edit: here’s my referral code (get up to 1 year free premium): Research Tools For Long Term Investors

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Not sure to be honest, I haven’t used them for my portfolio since last May but pretty sure I entered mine manually. Import must be there. My issue was they didn’t have all the stocks in my folio so the function became redundant for me personally. Think it was missing SMT at the time - no idea if that has been rectified.

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You could also just download your data as a csv and do this yourself. It shouldn’t take long in excel. Column A with the stock name. Column B you assign the stock a sector. Make a pie chart on column B. That’ll show your liking for various sectors.

Group the sectors and add your value invested for a further pie chart weighted by cash.

Wow! This looks good. Lemme update the app. I should have paid that lifetime access fees😉

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There are plenty free portfolio spreadsheets that’ll do this for you. Have a look around or drop me a DM if you’d like help.

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