📊 Investment Tool
Portfolio Diversification Score
Score your portfolio from 0–100 and get actionable rebalancing tips.
📋 Your Holdings
Add each holding: ticker, sector, market, and dollar amount.
📊 Your Diversification Score
🏢 Sector Breakdown
🌍 Geographic Breakdown
⚠️ Concentration Risks
💡 Rebalancing Suggestions
📌 5 Diversification Tips
- ✓ Own 20-30 stocks — most of the diversification benefit happens here. Beyond 30 has diminishing returns.
- ✓ Spread across 6-8 sectors — no single sector should be more than 25% of your portfolio.
- ✓ Add international exposure — 20-30% in non-US stocks reduces correlation and improves long-term returns.
- ✓ Mix market caps — combine large-cap stability with mid- and small-cap growth potential.
- ✓ Include asset classes beyond stocks — bonds, REITs, and commodities further reduce volatility.
Disclaimer: This tool provides educational information only and is not investment advice. Diversification does not guarantee profits or protect against losses. Past performance is not indicative of future results. Consult a licensed financial advisor for personalized guidance.