Image 1 — I posted my portfolio breakdown tool here last week. 11k views later, a few things surprised me
Image 2 — I posted my portfolio breakdown tool here last week. 11k views later, a few things surprised me
▲ 0 r/ASX

I posted my portfolio breakdown tool here last week. 11k views later, a few things surprised me

Few days ago I posted the portfolio analyser I put together with Qwen3 after realizing I knew what I owned, but didn't really have a good feel for how concentrated it was.

The post ended up getting about 11k views, which was a lot more than I expected

I've been running a few more portfolios through it since then and one thing that keeps standing out is how easy it is to think you're diversified when you're actually pretty exposed to a few big positions.

You can own 15 or 20 companies and still have a surprisingly large chunk of the portfolio sitting in the top few holdings.

Currency exposure has been interesting too. Looking at the companies and exchanges doesn't always give you the same picture as looking at the actual NZD/AUD/USD exposure.

I've made a few changes to the analyser based on some of the feedback from the original post as well.

If anyone wants to have another look, it's here:

https://geckopro.app/portfolio-analyzer?src=reddit-rASX-followup

I'm still interested in what people think is actually useful though.

What's one thing youd want to see in a portfolio breakdown that most apps don't do particularly well?

Could be concentration, currency, sectors, something to do with risk, or something completely different.

u/lmsalisb — 5 days ago
▲ 4 r/ASX

What do you guys actually use to see how your portfolio is distributed?

I've been looking at my own portfolio and realised I knew what I held, but didn't have a particularly good feel for how concentrated it actually was across sectors, markets and currencies.

So I put together a little portfolio breakdown tool and have been playing around with it.

It gives you things like:

• largest holdings + cumulative weighting
• sector exposure
• NZD / AUD / USD exposure
• NZX / ASX / US allocation
• overall portfolio concentration

I ran a few different portfolios through it and some of the results were surprisingly useful. A portfolio can look pretty diversified from the list of companies while the top few holdings can still make up a surprisingly large chunk of the actual portfolio.

I've got a sample report here if anyone wants to poke around:

https://geckopro.app/report/xzdKqdWe6dFOEM-AUyoGDA

And here's the free analyser:

https://geckopro.app/portfolio-analyzer?src=reddit-rASX

I'm particularly interested in what people think is missing. If you had one extra thing appear on this dashboard, what would it be?

Not looking for compliments 😅 I'd much rather hear "this is useless because..." than spend another week building something nobody needs.

Cheers

u/lmsalisb — 10 days ago

Anyone else holding ONDS through this drawdown? Down 26%, second guessing myself

The thing I’m wrestling with: the drone / counter drone thesis I bought into hasn’t changed, contracts are still landing, revenue growth is real as . But the chart looks broken and every rally gets sold. Feels like the market is telling me something I’m not seeing.

Genuine question for anyone else in it:

-What’s your average and are you adding, holding, or trimming here ?
-Anyone still bullish on the thesis or has the setup changed for you?
-For those who cut similar names during a drawdown, was it the chart or the fundamentals that made the call?

Not looking for validation either way, just want to hear what actual holders are thinking rather than the usual noise on Twitter.

u/lmsalisb — 1 month ago

How do you stay across US stocks when the market’s open while we’re asleep?

Bit of a NZ-specific problem this one. I hold a few US names through Sharesies and the thing I can’t get used to is that the whole US trading day happens while we’re asleep. By the time I check in the morning it’s all done.

I’ve ended up in this habit of checking the app first thing every day just to catch up on what moved overnight. Most days nothing meaningful happened and I’ve just trained myself into a pointless habit. Other days something actually moved and I find out hours after the fact.

How du the rest of you holding US stuff from NZ handle this ? Just accept you’re always a bit behind, or have you found a way to actually know when something worth paying attention to happens? Keen to hear what works for people

reddit.com
u/lmsalisb — 2 months ago

anyone else bag holding Sofi or just me 😂

Anyone else holding this or have you all moved on already

u/lmsalisb — 3 months ago
▲ 3 r/RaizAU+2 crossposts

What’s actually worth checking your portfolio for every day?

Genuine question. I find myself opening my broker app out of habit more than because anything has actually changed. Half the time nothing has moved enough to matter.

For people who hold ASX and US stocks, what would actually make you open your app with a purpose? Earnings? A big price move? News? Or do you just accept daily checking is part of it?

Curious if anyone has cracked a system that doesn’t feel like babysitting.

reddit.com
u/lmsalisb — 3 months ago

Individual stocks alongside your index funds — how do you stay across them without it taking over?

For those of you who hold individual stocks alongside your index funds - how do you actually stay across them without it becoming a second job?

I find index funds easy - set and forget. But the individual stocks I hold feel like they need more attention. Not day trading, just wanting to know when something actually worth paying attention to happens.

Do you just accept you'll miss moves? Set broker alerts? Check manually? Something else?

Curious how people balance staying informed without it consuming too much headspace.

reddit.com
u/lmsalisb — 3 months ago

How do asx investors actually handle the noise from small cap stocks?

I hold a mix of ASX and US stocks and the difference in volatility is wild . A small cap ASX stock can swing 15-20% in a day just because one person sold a small parcel into the bid. No news, no reason , just thin liquidity.

Makes setting meaningful price alerts really hard. A 5% move on Nvidia mean something. A 5% move on a 100m market cap asx stock could literally be nothing.

Curious how people here think about this.
Do you ignore the small cap noise and only alert on your lather positions? Or do you have a different system?

reddit.com
u/lmsalisb — 3 months ago

Do you:

  • constantly check throughout the day
  • rely on alerts
  • just ignore short term moves completely
  • use Trading View notifications etc

I feel like there’s a weird balance between staying informed and just getting spammed with noise all day.

reddit.com
u/lmsalisb — 4 months ago
▲ 2 r/ASX

Curious how people here stay across shares they own or follow.

Do you mostly use broker alerts, watchlists, spreadsheets, TradingView, or just check manually when you remember?

I’m working on something in this space and trying to understand how ASX investors actually manage this day to day.

Main thing I’m curious about: do alerts genuinely help, or do they just become noise?

reddit.com
u/lmsalisb — 4 months ago

I’ve been using Sharesies prety casually but keep noticing I always check stocks after they’ve already moved.

Like I’ll open the app and something’s up 5/10 % and I’ve completely missed it.

I ended up putting together a simple setup that just watches a few stocks I care about and sends me a notification when something interesting is happening (like volume spikes or momentum picking up).

Nothing fancy, just helps me know when to actually look instead of constantly checking.

Curious what others here do — do you just check daily or use any kind of alerts/tools ?

reddit.com
u/lmsalisb — 4 months ago