Articles on Stock markets

News, Research and Analysis

Help Center
Introduction
Investment PortfoliosModern Portfolio TheoriesInvestment StrategyPractical Portfolio Management InfoDiversificationRatingsActivities AbroadTrading Markets
Investment Terminology and Instruments
Technical Analysis and Trading
Cryptocurrencies and Blockchain
Retirement
Retirement Accounts
Personal Finance
Corporate Basics
How can I check if my portfolio is diversified?

How can I check if my portfolio is diversified?

There aren’t many easy-to-find tools on the web or elsewhere to help an investor check how well diversified a portfolio is.

Tickeron is setting out to change that.

With our proprietary Diversification Score® tool, an investor can input each of their portfolio holdings, and our Artificial Intelligence (A.I.) will provide a score indicating how well diversified the portfolio is.

An investor generally wants to make sure that they do not have too many assets allocated to one region, style, or sector, and that they have sufficient exposure across asset classes if that is their goal.

For mutual funds, this task can be more difficult, since a mutual fund has hundreds and hundreds of positions within it. An investor that owns several mutual funds is likely to have more overlap in their portfolio than they might imagine.

Tickeron’s Diversification ® tool accounts for that as well.

What Happens if I Don’t Diversify my Portfolio Sufficiently?
Do I Need a Financial Advisor?

Keywords: mutual funds, asset allocation, diversification, investment portfolio, diversifiable risk, asset classes, Diversification Score®,