Image Credit: Vecteezy
Disclaimer:
Sample Portfolio for educational purposes only. This is not a recommendation to buy or sell.
Sample Portfolio Tracker
Stock picks of super investors. Practice long-term investing, invest in companies led by quality management, selectively buy, and aim to avoid big mistakes.
Hi, Thank you for the portfolio tracker. Can you help me understand what is a threshold and how does it help in the portfolio?
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Threshold helps you to maintain the sector-wise allocation properly. If a particular sector exceeds your threshold, then you may need to readjust your portfolio (reduce one sector and increase another). For example, you don’t want to invest more than 30% in a single sector, threshold will help you to achieve that.
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