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Risk change after reducing a position

If a concentrated position is reduced, how do the allocation and historical volatility estimate change?

Portfolio (example holdings) PRT-048 Multi-series Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Highest item: Reduce by half
6.92 percentage points
Lowest item: Reduce by a quarter
-10.72 percentage points
Average
0.94 percentage points
Number of items
4 items

Allocation before and after

Scenario risk change (percentage points) (Multi-series)

Historical estimated risk

Planned sale value (accounting currency) (Bar)

Reduction and cash assumptions

Scenario risk change (percentage points) and Planned sale value (accounting currency) (Table)

Sample data rows

Reduction ratioScenario risk change (percentage points)Planned sale value (accounting currency)Data date (sample)
No reduction 2.52 517827 2026-10-16
Reduce by a quarter -10.72 155512 2026-10-16
Reduce by half 6.92 252725 2026-10-16
Exit fully 5.05 389042 2026-10-16