- Investors can struggle to look at their portfolios holistically, but tools can help to show overall allocations
- Tools and methods to help you stay on top of your portfolio
Building a portfolio is often easier than monitoring it. From runaway tech stocks to popular funds such as Fundsmith Equity (GB00B4LPDJ14), some of the most successful investments have set a clear track record in recent years. But working out what overall exposures your portfolio has, from your geographical and sector weightings to any biases in investment style, can be a good way to identify potential improvements.
A holistic view can alert you to potential shortcomings, such as whether you are much more exposed to a particular sector than you assumed or are missing out on an exciting investment theme. And there are a number of resources and methods to help you do this.