Do I own too many positions?
A question about what could be done next. The answer describes what is there and what would change; what to do about it is a decision only the person holding the portfolio can make.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are the facts from your portfolio that relate to position count and concentration.
| Metric | Value |
|---|---|
| Number of holdings | 11 |
| Value of the portfolio | 90.989,80 € |
| Value in cash | 5.510,23 € |
| Top holding weight (%) | 18,41% |
| Top 5 weight (%) | 65,64% |
| Allocation buckets (count) | 5 |
What this means: you hold 11 positions across stocks, ETFs, crypto, cash and precious metal. Your largest single position is 18,41% of the portfolio and the top five positions together make up 65,64%. You also carry 5 distinct asset-class buckets.
If you want, I can show a ranked list of your holdings, a breakdown by asset class, or a visual of concentration so you can inspect where the positions sit inside the portfolio.
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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.