What is exposure and how do I read it in PortfolioPilot?
Exposure in PortfolioPilot is a measure of how much of your portfolio is allocated to a given factor, sector, country, or asset class - expressed as a percentage of your total portfolio value.
How to read it:
- Higher exposure = more of your portfolio is concentrated in that area. If your Technology exposure is 35%, it means technology-related holdings make up 35% of your total portfolio.
- Negative exposure can appear for certain factors (e.g. a short position or a fund that shorts a sector). This is less common for most retail portfolios.
Where to find exposure:
- Open Analysis & comparison and select your portfolio.
- Navigate to the Exposures tab to see your full exposure breakdown by sector, country, factor, and asset class.
Why it matters: Exposure is what PortfolioPilot uses to measure concentration risk and diversification. If one sector, country, or factor is unexpectedly high, the tool flags it and suggests ways to rebalance. You can also use it to intentionally target specific exposures - for example, increasing emerging market exposure or reducing single-stock concentration.
