Inspired by Engineering Dividends (who in turn was inspired by Young Dividend) I analysed my own portfolio and created a treemap based on sector and total current value of the stocks I own. I’ve spent some time in the past to check on my sector allocations, but not recently. This graphical way is a lot easier! 🙂
There is a lot to be learned from this graph:
- My largest sectors are healthcare, Information Technology and Consumer Defensive.
- From these largest sectors Healthcare is the most diversified with 8 companies, followed by IT (6) and Consumer Defensive).
- The next four sectors Real Estate, Industrials, Communications Services and Financials are quite evenly divided in value.
- Real Estate shows 5 companies, while the others consists of three companies each, all somewhat evenly balanced except for DIS.
- Next in size is Consumer Staples, consisting out of three companies which are roughly equal in size.
- Utilities and Concsumer Cyclical are the next sectors comparable in size, here there is a small diversifcation in Utilities, there is none in Consumer Cyclical with only LEG there.
- The smallest sector is Consumer Discretionary with only a small position in VFC.
- The difference in value between my three largest sectors and three smallest is quite large.
- I’m missing 2 out of the 11 GICS: Energy and Materials.
Here is my question to you:
“What suggestion / pointer / remark / can you give me based on the above diagram?”
And a small disclaimer: I’m not taking your comment as investing advice, I’m looking for opinions!
I would love to read your comments!