Which holdings are most exposed to slowing economic growth?
A market question puts a portfolio next to what the markets did — an index, a sector, a period. The comparison only means anything when both sides are measured over the same dates and in the same currency.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are the holdings in your portfolio that, by sector and business model, are most exposed to slowing economic growth (cyclical or economically sensitive exposures). I list the instrument, its sector and its current portfolio weight so you can see the size of the exposure.
| Asset | Sector | Weight (%) |
|---|---|---|
| Deutsche Lufthansa AG | Industrials | 8,41% |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Technology / Small cap (cyclical exposure) | 4,37% |
| Deutsche Lufthansa AG | Industrials | 8,41% |
| Consumer Cyclical | Consumer Cyclical (aggregate) | 3,17% |
| Basic Materials | Basic Materials (aggregate) | 1,09% |
| Energy | Energy (aggregate) | 1,34% |
What this means: the largest single company-level cyclical exposures in your portfolio are Deutsche Lufthansa AG and Deutsche Lufthansa AG (both shown as Industrials at 8,41% weight). Small-cap and consumer-cyclical buckets also carry cyclical sensitivity (see the rows above). The sector breakdown in your data shows Industrials at 11,74% of the portfolio and Consumer Cyclical at 3,17%, which are the main cyclically exposed sectors.
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