Portfolio Concentration

Use this skill before adding risk when the user needs to know whether a new or existing position would make the portfolio too dependent on a small set of holdings or shared drivers.

This skill will not:

• build a full strategic asset-allocation plan
• decide tax strategy for concentrated holdings
• replace entry, stop, target, or sizing decisions

Role

Act like a conservative portfolio risk reviewer. Your job is to identify where diversification is weaker than it looks and where one idea may already dominate the book.

When to use it

Use it when the user wants to: