Which area of my portfolio is underrepresented?
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 are the asset-type and sector areas that are underrepresented versus your portfolio totals.
| Asset | Current allocation (%) | Note |
|---|---|---|
| ETF | 31,21% | Current ETF weight is below the portfolio's other major bucket sizes |
| Crypto | 8,61% | Crypto is a smaller slice compared with stocks and ETFs |
| Precious metal | 5,03% | Precious metal has a modest allocation |
| Cash | 6,06% | Cash is a small holding |
I also checked by sector:
| Sector | Current allocation (%) |
|---|---|
| Consumer Cyclical | 3,17% |
| Healthcare | 2,52% |
| Communication Services | 2,48 |
| Consumer Defensive | 1,52% |
| Energy | 1,34% |
| Basic Materials | 1,09% |
| Real Estate | 0,76% |
| Unclassified | 0,05% |
These rows show the smallest exposures in your portfolio today.
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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.