Portfolio & Investments
Holdings Allocation
Review how your investment is distributed across assets.
Holdings allocation shows how your portfolio is distributed across assets, asset classes, or other grouping rules the portfolio page supports.
What to look for
- The largest positions in the portfolio.
- Concentration in a single asset.
- Whether cash is taking a large share of the portfolio.
- How allocation changes after new buys or sells.
How to use it
- Review allocation after importing new holdings.
- Compare the distribution against your intended strategy.
- Use it to understand concentration, not to make a decision for you.
- Allocation explains how a portfolio is divided.
- Holdings allocation metrics explain how holding weight fits into total value and return.
Common mistakes
- Reading allocation as advice.
- Forgetting that missing holdings can distort the chart or table.
- Comparing portfolios with different goals as if they should look identical.