Portfolio Allocation
ProComposition first. Leads with what the book is made of and how concentrated it is, which is the analyst's first question rather than the owner's.
Portfolio Allocation
ProComposition first. Leads with what the book is made of and how concentrated it is, which is the analyst's first question rather than the owner's.
What's inside
- Leads with composition: what the book holds and how concentrated it is
- Effective-holdings math shown on screen, derived from the same data module as the book
- Allocation and performance views on the shared rule scale
- SVG-only charts, no chart runtime dependency