OPTICAL ACUMEN
At the Intersection of Data Visualization and Investment Research


Thursday, November 13, 2014

Charting an Investment Portfolio by Holding Time
The current issue of Morningstar Magazine includes my short article on visualizing portfolio holdings, based on the amount of time held. You can see the full article here or use this link to download a PDF of the magazine issue. (Thanks once again to designer Zach Sherwood for his work on the graphic.)

The portfolio turnover calculation has long been used to quantify the trading activity of a portfolio manager. But it doesn't reveal how long individual holdings have remained in a portfolio.

Here's what one concentrated mutual fund (FAM Value FAMVX) looks like when the holding period for each current holding is plotted as a horizontal bar:

portfolio holdings by time



Throughout my career at Morningstar, the Chicago-based investment research firm, I've used creative language and visual elements to explain complex investment information and ideas. This is a personal site--all opinions expressed here are my own.

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