Is my current portfolio too complex for my long-term strategy?
A goal question measures a portfolio against a target — an allocation you are aiming at, or an amount — and says how far from it the portfolio currently stands.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
I can describe how your portfolio looks today compared with common simplicity measures so you can judge fit with your long-term strategy.
Table — key concentration and breadth figures
| Metric | Value |
|---|---|
| Portfolio value | 90.989,80 € |
| Number of holdings | 11 |
| Top holding weight (%) | 18,41% |
| Top 5 holdings weight (%) | 65,64% |
| Number of asset-class buckets | 5 |
| Sector coverage (%) | 99,95% |
| Country coverage (%) | 99,40% |
| Allocation to ETFs (%) | 31,21% |
| Allocation to individual stocks (%) | 49,09% |
| Crypto allocation (%) | 8,61% |
| Cash share (%) | 6,06% |
What these figures mean
- You hold 11 positions and your largest single position is 18,41% of the portfolio; the top five make up 65,64%.
- ETFs represent 31,21% and individual stocks 49,09% of the portfolio, with crypto at 8,61% and cash at 6,06%.
- Sector and country coverage are high (99,95% and 99,40%), and market-cap is concentrated in Mega Cap at 53,50%.
If you want, I can:
- produce a simplified view that groups holdings by ETF vs. stock vs. crypto,
- show how many underlying companies your ETFs overlap with your stocks,
- or run a scenario showing portfolio behaviour with fewer holdings.
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Related questions
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.