FAQ

42. How can I assess portfolio concentration?

Quick Answer:
Check if too much value is tied to a few holdings or sectors.


Learn More:
Over-concentration amplifies volatility. Even strong performers can hurt if they dominate. Findex provides concentration ratios to show where diversification is lacking.

Sign up for Early Access!

Experience the future of self serviced private banking.

Thank you! We've added you to the early access list. We'll get back to you if you're selected!
Oops! Something went wrong while submitting the form. Try again
No payment information required!