Portfolios should have columns for sorting sector/sector rank/industry/industry rank and type(stock, ETF, Mutual Fund, Bond, etc) These are useful for making sure a portfolio is not too overweight in one area or useful in making a close choice.

Portfolios should have columns for sorting sector/sector rank/industry/industry rank and type(stock, ETF, Mutual Fund, Bond, etc) These are useful for making sure a portfolio is not too overweight in one area or useful in making a choice between two candidates where rankings could be the tie breaker.