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Portfolio Diversification Breakdown
This page explains how diversification and risk are evaluated for your portfolio.
Sector Balance
Measures how evenly your investments are spread across different market sectors. Concentration in a single sector increases risk.
Company Size Mix
Evaluates the balance between large-cap, mid-cap, and small-cap companies. A mixed allocation provides stability and growth potential.
Trading Strategy Mix
Assesses how your capital is divided between long-term holdings and short-term trades. Overexposure to short-term trades increases portfolio volatility.
Exact calculation logic and weightings are intentionally not disclosed to ensure fair evaluation and prevent misuse.