Growth Changes the Fit
A holding grows from 20% to 36% of a portfolio. Crossing a user-set review level turns growth into a question about exposure.
What this video explores
A holding growing from 20% to 36% changes its place in a portfolio. All other holdings rescale so the complete allocation remains 100%. An illustrative user-set 30% review level makes growing concentration visible, and Trim Alerts invite a reassessment. An alert leaves the investment decision with you.
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On-screen text
Growth feels good. Illustrative portfolio.
It can also change the balance. One holding grows within a portfolio.
20% becomes 36%. Position weight. Total portfolio allocation remains 100%.
A boundary comes into view. User-set review level 30%.
An alert. A reason to review. Trim Alerts. Review growing concentration.
Stay aware. Stay in control. The decision stays yours.
Fidusor. Keep perspective as your portfolio changes. Start free. fidusor.com.