How much does one investment drive your portfolio?
A portfolio can contain many lines and still depend on one company or sector. Finda identifies the largest direct holding and translates a hypothetical price move into its effect on total net worth.
Turn a weight into a scenario
In a hypothetical USD 100,000 portfolio, a USD 40,000 stock holding represents 40%. If that stock falls 20% while everything else stays constant, net worth falls USD 8,000, or 8%. This is a sensitivity calculation, not a forecast.
Check the exposure inside funds
A company held directly may also appear in your ETFs or funds. A direct-holding chart does not automatically measure every underlying exposure. Check the fund’s current holdings before treating different account lines as different risks.
- Identify the largest direct holding.
- Check overlapping companies and sectors in funds.
- Review where new contributions would change that exposure.
Keep the limits of the scenario visible
Options, borrowing, correlations and changing prices can alter the result. Finda’s one-holding scenario keeps other values constant. The FINRA guide to concentration risk explains why multiple holdings can still share the same risk.