Your portfolio
Portfolio weight
Also called: allocation, position size
How much of your invested money sits in this one holding.
Formula
Weight = Holding value ÷ Total invested value
Worked example
- EXMP value = £1,200.00
- Total invested = £8,000.00
- £1,200.00 ÷ £8,000.00
Result: 15.0%
How to read it
A single holding above about 10–20% means your results depend heavily on one company.
See it with real numbers: Dashboard holdings → (free account)