Portfolio Lab’s allocation analysis has a new Stock Sector view.

In this view, Portfolio aggregates sector information of equity positions in the portfolio. For ETF and fund positions, Portfolio Lab uses the sector breakdown of the equity portion of the fund. The result is a portfolio-level view:

Stock Sectors

 

You may group the sectors into “super sectors”:

StockSuperSectors

 

You may also:

  • click on a sector or super sector for a drill down analysis of position contribution
  • compare portfolios
  • export the data to Excel

The sectors and super sectors are defined according to Morningstar® sector classification methodology. For details please refer to Portfolio Lab’s user guide.