The diversity report shows how your portfolio is diversified across various groupings, at any point in time.
You may view your portfolio diversity by the following default groupings:
- Sector Classification
- Industry Classification
- Investment type
- Do not group (Holdings)
Alternatively, you may view your portfolio diversity according to the Custom Groups that you have set up (accessible from the Custom Groups link on this report, or under the Account Settings menu).
Portfolio diversity is represented visually in the pie chart. A detailed breakdown by shareholding is provided in the table below the pie chart.