Do I have too much single-stock risk?
A risk question asks how much of a portfolio depends on one thing going right — a single position, a sector, a country. Concentration is read as a share of the total, which is what the figures below show.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
You have concentrated exposure to a few single stocks. Here are the key figures from your portfolio that show single-stock risk.
| Asset | Weight (%) |
|---|---|
| Apple Inc. | 18,41% |
| iShares Core MSCI World UCITS ETF | 16,55% |
| Microsoft Corp. | 11,62% |
| MasterCard Inc. | 10,66% |
| Deutsche Lufthansa AG | 8,40% |
Your top holding is Apple Inc. at 18,41% of the portfolio and your top five holdings together make up 65,64% of the portfolio. The single largest position is 18,41%.
Volatility contribution highlights which holdings drive portfolio risk:
| Asset | Volatility contribution (%) |
|---|---|
| Apple Inc. | 20,9 |
| Microsoft Corp. | 15,98 |
| Deutsche Lufthansa AG | 14,48 |
| iShares Core MSCI World UCITS ETF | 10,69 |
| Bitcoin | 10,4 |
Additional portfolio context:
- Portfolio value: 90.983,96 € (cash 5.510,23 €, 6,06% weight)
- Total invested (what you paid): 63.990,15 €
- Unrealized gain: +21.483,58 € (+33,57%)
- Portfolio annualized volatility (holdings window): 8,85%
- Coverage for company-level lookthrough: 31,13%
What this shows: a few single-stock positions (notably Apple Inc., Microsoft Corp. and MasterCard Inc.) represent large slices of your portfolio and also contribute disproportionately to portfolio volatility.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.