2 replies to “Sample Portfolio Tracker

  1. 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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    1. 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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