YWS FINANCIAL SERVICES
Portfolio Review
Understand diversification, costs, concentration and overall portfolio structure.
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About this area
A portfolio review is a structured look at what you hold, why you hold it and how the pieces behave together. It can help identify concentration, overlapping exposures, liquidity limits and costs to discuss with a qualified professional.
What to understand
- Group holdings by asset type, issuer, sector and time horizon.
- Check overlap between funds and direct holdings, plus fees and liquidity.
- Compare the portfolio with your stated goals and risk capacity.
Questions to ask
- Do I understand the purpose and downside of each holding?
- Is too much of my portfolio exposed to one company or sector?
- What tax, exit or transaction costs could apply to a change?