The sectoral exposure of my portfolio
Do you rather invest in Tech or Finance? It's not easy to know your sectoral exposure when you have several Life Insurances, a PEA and ETFs...
A unique global view
Businesses can be classified into different sectors: technology, financial services, health or even essential goods. Each of these sectors has its particularities. For the first time, you will know the real exposure of your portfolio.
We analyze all of your shares & funds with our technology in order to precisely define the weight of each sector. We are currently managing nearly 20,000 titles such as shares, ETFs and mutual funds, sides on major stock exchanges.
Thus, each company has a sector (e.g. “Health” for Sanofi). For mutual funds and ETFs, it's a bit more complex: we analyze the detailed composition of the funds and pass it on to your assets. This allows us to provide you with a very high level of precision.
The importance of sector types
We go even further by grouping sectors by types. This advanced method allows you to see your portfolio by sorting it between 3 main families of sectors.
Here are our three main families:
- Sensitive: businesses that rely heavily on interest rate levels. They take advantage of low rates, and suffer when rates go up. Example: the Tech or energy sector.
- Cyclic: businesses that evolve according to the health of the economy. They develop during periods of expansion, and suffer during recessions. Example: financial services or real estate.
- Defensive: Businesses generate profits and pay dividends regardless of the economic cycle. Whether during periods of expansion or crises, there is always demand for their products. Example: health or public services.
Sector types are an excellent indicator of diversifying your wealth. In this way, you can better anticipate your performance according to the economic cycle.
