Categories
Our own grouping for reporting — not GICS. A group is not a tier title: the title is what we call a stock, the group is who it reports with. Click any group to see its chart and edit what is in it.
Held = names we own / names in the group. Weighted returns use market value over the names we hold; hover a return for its coverage. A +N shared badge means some members' main home is a different group, so the sector rows can add past 100%.
Held = names we own / names carrying the label. Click any label for its chart and members. A = group chip means the label holds exactly the names a reporting group holds, so that row is the Groups tab under a different name; report elsewhere is where a label and the reporting tree disagree. Tier 1 adds to the whole book; a deeper level shows only the stocks labelled that deep.
Blue is where a stock reports; green is what we call it. Click a header to sort, shift-click to sort by several at once. Click a ticker for its stock panel.
| Ticker | Name | Group | › Subgroup | ›› Sub-subgroup | Also in | Tier 1 sector | Tier 2 industry | Tier 3 peer set | Value | |
|---|---|---|---|---|---|---|---|---|---|---|
| not held other tier |
|
Showing of . Every change saves immediately. The indigo chip is the primary group (counted once in book totals); violet chips are additional groups the stock also reports in.
| Theme | Held | Value | % Book | |
|---|---|---|---|---|
| / |
New group
Levels are Group › Subgroup › Sub-subgroup — the reporting tree, not the stock's tier labels.
The code is the identity and the path — a child's code starts with its parent's. It cannot be changed later.