What is my exposure to cyclical vs defensive sectors?
An allocation question asks how a portfolio is divided — by asset class, sector, region or currency. What counts is the weight of each slice against the total, and the look-through into funds: an ETF is not one holding but hundreds.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s your sector exposure split into cyclical and defensive buckets using the sectors in your portfolio.
| Bucket | Weight (%) | Value (EUR) |
|---|---|---|
| Cyclical (Technology, Consumer Cyclical, Industrials, Communication Services, Energy, Basic Materials, Real Estate) | 56,23 | 51.927,15 € |
| Defensive (Consumer Defensive, Healthcare, Financial Services) | 19,68 | 17.908,80 € |
| Other (Crypto, Cash, Precious metal, Unclassified) | 24,09 | 21.148,01 € |
What this table shows: the cyclical group sums the sector weights and values for sectors commonly classed as economically sensitive; the defensive group sums sectors typically seen as less sensitive. The remaining line aggregates sectors that don’t fit neatly into either bucket (crypto, cash, precious metal, and unclassified).
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