PortPortfolio Concentration — What Is It?
The share of the largest positions in the entire portfolio.
Explanation
It is usually expressed as the share of the largest position and the sum of the top five. Concentration is not an error in itself — it is a conscious choice, as long as one is aware of having it.
The most common case is unintentional: one position grows for two years and quietly becomes half of the portfolio. The overall result then depends on a single company, even though no one made such a decision.
Example
A portfolio of 18 companies, where one accounts for 42%, is in practice a single-company portfolio with seventeen additions.
Related Terms
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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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