Free tool
Concentrated portfolio calculator
See equal weight and top heavy weight math for how many stocks you hold and how large the biggest one is.
Integer from 1 to 50.
Loss or gain you want to test.
Result
UI illustration: N = 10 at 10% each with a −50% move shows −5.0 points. At 25% largest weight the same move shows −12.5 points. Sample keystrokes, not a portfolio recommendation.
How to read this
Equal weight mode splits the portfolio evenly across N names. The portfolio move is that weight times the move you typed.
Top heavy mode keeps one largest weight you typed and spreads the rest evenly across the other names. Impact uses only the largest weight times the move.
These are arithmetic exercises. They do not assume correlation, rebalancing, or how Outpick sizes the live book.
Use the result to reason about concentration, not as a target portfolio.
Questions
- What is a concentrated portfolio calculator?
- It is a simple weight math page. You type how many stocks you hold, optionally how large the biggest one is, and a percent move to test. The page shows the portfolio impact in percentage points.
- Does this tool recommend how many stocks to hold?
- No. It only prints weights and the arithmetic impact of a move you choose. It does not read our book or suggest a count.
- Can I enter a ticker?
- This page has no ticker field on purpose. It stays generic so it is not a comment on a single company.
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This page does arithmetic on the figures shown. It is not a price target, a forecast, or a recommendation.