Stock Region Allocation
7 June 2016

The Stock Region analysis (found under the Allocation tab) summarizes the geographical weights of equities in the portfolio:

snapPfStockRegion

The weights for each region are calculated by aggregating the region weights of the portfolio constituents (funds, ETFs, stocks). For research, you may drill-down each region to uncover the contributions of each investment. You may also compare the regions of two portfolios.

The region view is optional in the PDF report. To add this view to the report, select Add Content -> Stock Region

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