Are security weightings considered in assessing a diversified portfolio?
PLVR is designed to reward portfolios that are comprised of diversity and less risk. In order for a diverse portfolio to have reduced risk, the portfolio must not be heavily weighted in any one stock. The weighting of the securities in your portfolio are therefore considered in order to be eligible for PLVR.
As weighting limits may change from time to time, to find out the current weighting requirements for PLVR please call CommSec Margin Lending on 13 17 09 or +61 2 9115 1402 if calling from overseas (Monday to Friday, 8am to 6pm, Sydney time).