Introducing Portfolio X-Ray

Morningstar  |  08/07/2015Text size  Decrease  Increase  |  

In a matter of seconds X-Ray can reveal if your portfolio is well diversified or overly concentrated in a particular security or investment area, helping you reduce your exposure to risk.

Let's see an example. Mr. Jones thought he constructed a well-diversified portfolio of investments tailored to produce income and growth. But look at this two of Mr. Jones top 10 underlying holdings are resource stocks and BHP accounts for more than 8 per cent of his total assets.

Mr. Jones thought he's diverse sounding portfolio would expose him to all sectors. In fact 23 per cent of his portfolio is concentrated in basic materials companies. He also assumed his portfolio was invested in Australian assets, but X-Ray shows more than 20 per cent is invested outside Australia.

Even a portfolio containing diverse sounding investments can reveal surprises when x-rayed. X-Ray your portfolio now. Portfolio X-Ray is a benefit of premium membership. If you are not a premium member you can get access to the tool instantly when you take a 4-week free trial.

Video Archive...

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