Risk & balance

How your portfolio is built

Diversification is just not betting everything on one outcome. Here’s where your money sits — and how to round it out.

Composition by sector

The marker target is a rough “no single bet too big” ~20% per area. Bars far past it are concentration risk.

Technology
Web Designer 48%
Index Fund
Web Designer 28%
Consumer Disc.
Web Designer 14%
Financials
Web Designer 10%
Diversification score
67
Room to improve

Your largest exposure is Technology at 48%. Spreading new investments across more areas would lift this.

Simple next moves

How to round it out

Ease up on Technology

It’s 48% of your portfolio. You don’t have to sell — just point new contributions elsewhere until it settles nearer 25–30%.

Add exposure you’re missing

You hold little in Healthcare or Energy. A single broad ETF can cover several gaps at once with one buy.

Keep your index core

Your broad-market holding does the quiet work of instant diversification — a solid base to build around.

Want a plan tailored to your holdings?

Ask the analyst how to diversify from here — in plain English.