Portfolio weight

A weight is the share of your total portfolio value that one thing accounts for, expressed as a percentage. It can be measured per position, per sector, per country, per currency or per broker, and each of those views adds up to one hundred percent of the same portfolio. Weights are computed from current market value, so they change whenever prices change.

Why it matters

Weights are what turn a list of holdings into a description of what your money is exposed to, and they rarely stay where they started. A position that doubles while everything else stands still grows its own share of the portfolio without a single order being placed, which is why a portfolio can end up concentrated without anybody deciding to concentrate it. The other reason to read them across several views is overlap: three funds bought for variety can point at the same companies, and only a sector or country breakdown makes that visible.

How BullBenchmark shows it

We compute the weights from your merged holdings across every broker you uploaded and break them out by sector, by country and by currency, in your base currency. Because the same import feeds all three views, a fund and a single stock pointing at the same sector land in the same bar rather than in two separate accounts. The allocation views are drawn on the demo portfolio.

Related terms

Market value · Rebalancing · Sub-portfolio

Back to the glossary.