Sector & geography portfolio diversification summary | Voters

Sector & geography portfolio diversification summary

complete

Pearler Community

"Details about sector / geographic diversification and valuation could be very useful as an additional chart for users when viewing different portfolios because that information is actually important in building a good portfolio for long term."

March 28, 2021

Aidan

Hayden Smith Firstly, this looks great at a single ETF level, well done!! Is this currently just for single ETFs? Will this become available for a portfolio (multiple ETF’s)? It would be great to see the Industry exposure and country exposure in both the radar and pie charts but for multiple ETFs

Hayden Smith

Aidan: Good thought, we will figure out a way to integrate that either into a free or paid component

Aidan

Hayden Smith: thanks. I think my original idea behind this was to be able to quickly see what my portfolio looks like at both and industry and country exposure level so I can know if I’m too heavily weighted to one country or industry and hence allow me to invest into other ETFs for example, to balance it up.

Hayden Smith

marked this post as

complete

This is now available for ASX ETFs

Aidan

An example of portfolio diversification graphs where my portfolio consists of 10 different ETFs. What I want to see is:
•what is the sector allocation of all ETFs in one chart
•what is the country allocation of all ETFs in one charts.
•what 10 companies take up the top x% of my portfolio 
Am I too heavily weighted to a specific country or sector?
Is there too much overlap on a specific holding etc…

Hayden Smith

marked this post as

under review

Amelia Elliott

Would love this.