6.4. Portfolio Breakdown
The Portfolio tab shows how the open positions are spread, as one or more donut charts.
Each donut groups the positions one way. Group by offers:
- Sector and Industry, from the companies' business,
- Cap Size, by company size,
- Labels, the labels you have given your positions,
- Broker, by where you hold them.
Each slice shows its Share of the amount invested and the Gain on it so far. A donut can also be narrowed to a part of the portfolio, such as one broker or one label, before it groups what is left.
+ Add View adds another donut, so you can see the portfolio by sector and by broker side by side. Tradestory remembers the donuts you set up.
Figure 6-4 shows our example grouped two ways, by sector and by company size, with each group's share and gain. We draw each as a list of bars; on the screen, each is a donut.
Portfolio breakdown
Group by: Sector
| Positions | Share | Gain | |
|---|---|---|---|
| Industrials | 8 | 28.9% | +19.6% |
| Healthcare | 4 | 14.4% | +80.3% |
| Consumer Defensive | 3 | 12.5% | +17.0% |
| Financial Services | 3 | 11.9% | +13.0% |
| Basic Materials | 2 | 11.2% | +29.6% |
| Consumer Cyclical | 2 | 8.8% | +29.4% |
| Unknown | 1 | 6.2% | +33.0% |
| Technology | 1 | 6.1% | +18.3% |
Group by: Cap Size
| Positions | Share | Gain | |
|---|---|---|---|
| Large Cap | 4 | 16.9% | +11.0% |
| Mid Cap | 12 | 53.1% | +26.7% |
| Small Cap | 7 | 23.9% | +49.8% |
| Unknown | 1 | 6.2% | +33.0% |
Industrials make up the largest share of our example, at 28.9% of the amount invested across eight positions. By size, mid-sized companies make up just over half. One position, MANGCHEFER, shows as Unknown: Tradestory's source for company details has no entry for it, so it cannot be placed in a sector or a size.
Next, the last tab: risk and reward.