How do I evaluate turnover, concentration, and liquidity before investing?
Last Updated last year
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Every portfolio on Axe includes advanced analytics such as:
- Turnover: The frequency of stock changes during rebalancing.
- Concentration: How diversified or concentrated the holdings are.
- Liquidity: Whether the underlying stocks trade with sufficient daily volumes.
These indicators help you assess execution feasibility and volatility — especially important if you plan larger investments.