Which area of my portfolio is overrepresented?
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.
Your largest overrepresentation is in ETF: current allocation 31,21% vs target allocation 51,07 (ETFs are underweight), but by instrument type the biggest deviation from target is actually Stock — current allocation 49,09% vs target allocation 38,35, so stocks are overweight relative to their target.
In short: stocks are overrepresented in your 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.