More diversity in your portfolio means you won’t be too heavily weighted in one industry or another. With a possible bear market on the horizon, keeping your portfolio diverse can help protect you and your profits.
Positions & Alerts
First, locate your portfolio’s diversification breakdown in the Positions & Alerts section of TradeStops. Then click the Positions & Alerts tab to begin.
In the upper left corner of this page, you should see your portfolio name.
You may notice this area displays a status for All, All Investment, or All Watch. These selections mean you’re looking at all your equities, only the equites you own, or only the equities you’re watching – respectively. By clicking this box, you can switch to different portfolios.
This colorful wheel graphically depicts the selected portfolio’s diversity. You can hover over a color to see what percent of the portfolio is in a sector. It’s a really simple way of visualizing your portfolio diversification.
You can also drill down even further in this colorful wheel. All you need to do is go to the Asset Allocation tool in the Research tools of TradeStops.
To further breakdown the investments in the sector to see what percent they make up, you can hover your mouse over the color to see the percentage.
Check out the Asset Allocation Today
As the markets continue to change, it’s important to protect your investments. The Asset Allocation tool in TradeStops can be the first step in checking your portfolio’s diversity. So… go ahead and login to check on your portfolio today.
Customer Success Team