Know What You Really Own
A comprehensive, independent assessment of an existing investment portfolio, across ETFs, individual stocks, funds, private investments, property, cash and digital assets.
The Problem
Wealthy investors accumulate holdings across multiple accounts and asset classes over time. They rarely know where the underlying risk is actually concentrated once everything is looked at together.
What We Analyse
Concentration — Single-name and thematic concentration across the whole portfolio
Sector Exposure — True sector weightings, including look-through on funds and ETFs
Geographic Exposure — Where revenue and risk actually sit, not just where a fund is domiciled
Overlapping ETF Holdings — Hidden duplication across multiple diversified products
Valuation — What the market is already pricing in across current holdings
Business Quality — Applying the Silver Cross Framework to major positions
Currency Exposure — Unhedged FX risk across the portfolio
Correlations — Where holdings move together more than investors assume
Downside Risk — Stress points under adverse scenarios
Scenario Analysis — Bull, base and bear across the portfolio as a whole
Liquidity — What can actually be sold, and how fast, if needed
Major Vulnerabilities — The handful of things most likely to hurt the investor
The Deliverable
A written report closing with: “The five things that matter most in your portfolio today.”
This is the entry product, the first, lowest-commitment way to work with Silver Cross.