What Portfolio Health Covers
Portfolio Health is a summary view designed to surface concentration risks and allocation imbalances across your holdings. It shows each holding as a percentage of your total portfolio value, your exposure to each CSE sector, and flags any single position that represents an outsized proportion of your total investment.
Position Weighting
Each holding is shown as a percentage of your total portfolio at current market value. If a stock has risen significantly since you bought it, its portfolio weight increases automatically. A position that started at 10 percent allocation may now represent 18 percent after a strong run — this is worth noting before deciding whether to trim.
Sector Exposure
A well-structured CSE portfolio typically avoids having more than 40 to 50 percent concentration in a single sector. Use the sector exposure breakdown in Portfolio Health to check whether a sector move would disproportionately affect your overall returns.
Acting on Health Data
Review your Portfolio Health view monthly, not just when prices move. A position that has grown to an uncomfortable size relative to your total portfolio is a candidate for partial trimming, regardless of your view on the stock. Portfolio health management is a mechanical discipline separate from stock analysis.