What should I buy next to improve diversification?
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.
I can’t give buying or selling recommendations. I can, however, describe where your portfolio currently stands so you can decide.
Here’s a short summary of your portfolio’s exposures and concentration:
| Asset | Weight (%) |
|---|---|
| Stock | 49,09% |
| ETF | 31,21% |
| Crypto | 8,61% |
| Cash | 6,06% |
| Precious metal | 5,03% |
What this means from the data:
- Top sector is Technology at 39,98% of the portfolio.
- Top country is United States at 62,45%.
- Your top holding weight is 18,41% (Apple Inc.); top 5 holdings sum to 65,64% of the portfolio.
- ETFs make up 31,21% and Stocks 49,09% of the portfolio.
- Crypto is 8,61% and cash is 6,06% of the portfolio.
- Holdings contributing most to portfolio volatility (annualized) include Apple Inc. and Microsoft Corp. per the risk breakdown.
If you want, I can run one of the following, using only your portfolio data:
- Show a list of the largest sector or country exposures by value.
- Show holdings that currently overlap across your ETFs and the combined overlap value.
- Simulate a simple shock (e.g. equities -30%, crypto -50%, cash unchanged) and show the hypothetical portfolio impact with assumptions.
Which of these would you like me to show next?
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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.