Allocation % (contribution)
% Allocation,
In the DETAILS a column , if would be very useful for an new additional column that says the ALLOCATION (%). That would be the Stocks' market value divided by the total value of the portfolio/list.
Example:
In the list / portfolio 1, One stock has a value of 20$ and the 2nd stock has a value of 50$, and a third stock has a value of 30$ then the % ALLOCATION, is 20% / 50% 30%
That way one can know which stock is contributing the most.
CONTRIBUTION also shows which stock has the highest RISK in the portfolio
1st
ranked
Mark B Blumenthal
shared this idea