How diversified is your portfolio?

Check your investment spread across asset classes, see how you compare to the Dragon Portfolio, and get personalised next steps — in under 2 minutes.

What do you currently hold?

Tick every asset class you own — even a small amount counts. Then we'll calculate your diversification score.

Break down your equities

Diversification within equities matters too. Select all the equity types you currently hold.

Select your equity types

Roughly, how is your money split?

Drag each slider to reflect your approximate allocation. A ballpark estimate is fine — this is about relative weight, not exact figures.

Your portfolio diversification score

Scored across five dimensions — breadth, risk mix, time horizons, pension coverage, and equity depth — plus a Dragon Portfolio gap analysis.

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⚠ Important — Not Financial Advice

The content produced by this tool is for educational and informational purposes only. It does not constitute financial, investment, tax, or legal advice and must not be relied upon when making financial decisions. The value of investments can go down as well as up, and past performance is not a reliable indicator of future results. All investment decisions carry risk, including the possible loss of capital. Always consult a qualified, regulated financial adviser before making any investment decisions tailored to your personal circumstances. WealthSquats Ltd (Company No. 14992248) is not authorised or regulated by the Financial Conduct Authority (FCA) to provide regulated financial advice. For independent guidance, visit the MoneyHelper service.

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Disclaimer
The content on WealthSquats is not Financial Advice. Consult certified financial experts to get information that is suitable to you.