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Portfolio Analysis for club
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| Explain
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| Industry Sector |
Amount |
Percent of
Portfolio |
| Health (RX) |
$764.73 |
23.6% |
| Technology (TK) |
$723.85 |
22.3% |
| Other** |
$576.15 |
17.8% |
| Utilities (UT) |
$484.21 |
14.9% |
| Non-Durable (ND) |
$400.40 |
12.3% |
| Consumer Durables (CD) |
$294.14 |
9.1% |
| Total |
$3,243.48 |
100% |
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*Asset mapping data provided by Value Line, Inc.. Data last received September 13, 2001.
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What is Sector Diversification?
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Sector diversification is the process of investing in multiple industry sectors so that no one sector makes
up too large a portion of your portfolio. This makes your portfolio more resilient to downturns in
individual sectors.
** The term "Other" refers to investments (cash, bonds, etc.) that cannot be classified in the sectors above
or to investments for which we currently have no industry sector data.
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Sector Composition of Securities
Percent of Security in Sector |
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