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Compare Your Portfolio to Top Investors with the TipRanks Smart Portfolio
TipRanks Labs

Compare Your Portfolio to Top Investors with the TipRanks Smart Portfolio

Have you ever wondered how your portfolio compares to other investors, especially top performers? For example, what stocks are they investing in? Is your portfolio more or less volatile? How does your asset allocation compare? Are you missing out on dividend stocks that others are enjoying?

With the Crowd Insights section of the TipRanks Smart Portfolio you can easily compare your portfolio to tens of thousands of TipRanks users.  You can contrast asset allocation, major holdings, volatility, and dividends. You can even focus on the top 10% best performing portfolios, giving you insights and ideas from the very best individual investors on TipRanks.

In this fourth part of our series on how to use the Smart Portfolio to easily manage your investments, we’re taking a deep dive into Crowd Insights. Here’s how it works.

Crowd Insights

Crowd Insights compares your Portfolio Analysis to other portfolios. You can read more about Portfolio Analysis here.

With Crowd Insights, you can compare your portfolio to the average TipRanks portfolio, or the best performers – the top 10% that generate the highest returns.


Asset Allocation

We’re going to compare our portfolio with the top performers.  You can compare any of your individual portfolios or all of your portfolios together. The section begins with sector and asset allocation.

Stock Distribution by Sector

See how your stock distribution compares by sector. In this example, the top performers are more heavily invested in technology than consumer goods. They also allocate their sectors more evenly, for example their most heavily invested sector has 49.80% distribution, compared to our 57.72%.


Stock Allocation

Next, compare your asset allocation – stocks, ETFs, mutual funds, and cash. At this point most investors using the Smart Portfolio are investing in stocks.

Major Holdings

Compare your major stock holdings to the best performing portfolios – overall, or by sector. In addition to seeing a list of major holdings, you also see which percentage of the portfolio is comprised of each stock. Again, this is a good way to compare allocation, as well as the holdings themselves.

Portfolio Risk (Beta)

Just how volatile is your portfolio? Compare your portfolio’s beta to see whether your portfolio risk is higher or lower than other investors on the TipRanks platform.

You will also see the stocks with the highest risk to help you evaluate whether you want to increase or decrease your portfolio risk.

In this example, our portfolio is 75% more volatile than the average top performer. This is most likely because one of the three riskiest stocks in the portfolio we are comparing has an exceptionally high beta.

Portfolio Dividends

Finally, discover how your dividends measure up. See your top dividend earners and compare them to the top performers.

How to Find Crowd Insights

You can reach the Crowd Insights section of Smart Portfolio from the menu at the top of TipRanks, or on the Smart Portfolio menu on the left of the screen when you are in the tool. You can see both here.



Now, Get Started

The Crowd Insight section of the TipRanks Smart Portfolio offers you unique insights into how the most successful investors are managing their portfolio and the opportunity to learn from their wisdom.

See How Your Portfolio Compares>>

Read more in the Smart Portfolio series:

Part 1: Optimize Your Investments with the TipRanks Smart Portfolio
Part 2: See How Top Wall Street Analysts Rate Your Holdings with the TipRanks Smart Portfolio
Part 3: Get a Full Portfolio Analysis with the TipRanks Smart Portfolio

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