I'd like to represent graphically/visually a fund/portfolio by something that resembles a pie chart. But... the fund/portfolio contains things that have negative value (think of liabilities such as: accrued fees, FX hedging marks etc.) These are relatively quite small (e.g., less than 10%).

How do I graphically present such a portfolio? I like the pie chart, but other suggestions are welcome too. However, I'm not super enthusiastic about a single column bar chart. I'm hoping for some ingenious find.

  • $\begingroup$ I think I know what I'd like: a concentric pie chart where the inner pie contains the NAV and the leveraging bits, and the outer pie contains the constituents of the gross asset value. I've asked here superuser.com/q/920836/302527 how to make it. $\endgroup$ – Řídící May 28 '15 at 16:45

I would suggest you have a look at the waterfall chart: http://en.m.wikipedia.org/wiki/Waterfall_chart

| improve this answer | |
  • $\begingroup$ I think this is more suitable to represent different types/factors of gains/losses of which there may be, say 6, much less than the number of portfolio holdings, say 40. Still +1. $\endgroup$ – Řídící May 28 '15 at 16:19

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.