Portfolio strategy concepts

Concentration

Concentration is the share of a portfolio’s capital or value represented by a small number of investments. Ask whether a concentration figure uses invested cost or current value, and whether it measures the whole fund or only the remaining portfolio.

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Knowing the language helps you follow the conversation. Knowing what to ask is how you participate in it.

Understanding the terms is a first step. The Aligned Capital Program uses them to teach you how to evaluate a fund and prepare the questions to ask its manager.

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