Released: More Folios and easier management of multiple Folios

Stockopedia’s Folios tool allows for fast, in-depth analysis of a group of stocks – either ones you already own, or a watchlist of stocks you’re thinking of buying. The Folio tool has been designed to help you avoid three of the most common risks when building and managing a portfolio of stocks: 1) Overconfident position sizing Keep in mind that stocks which carry a heavier weighting in your portfolio, will also have an outsized impact on your portfolio returns. Does your conviction in this position match with its size? In other words, are you convinced that a stock on which you are overweight will help drive the returns of your portfolio? 2) Owning only speculative stocks Diversification across different styles of investing matters. You might not be aware that your portfolio is made up of predominately speculative bets which are all at the risk of massive underperformance. 3) A lack of sector diversity Portfolio diversification is a subject that divides opinion, and it’s one that most investors approach by thinking in terms of numbers. It ends up being a balancing act between offsetting the risk of single failures against the costs and effort of managing dozens of positions. You can find out more about all three of these…