SubSector codes are the categories YOU would choose to diversify your Sectors. Subsector codes are the numbers on a your Sector streets. Various streets may have the same numbers, but to find a specific building, you need to locate it by the street and neighborhood.
- Subsectors should reflect your investment philosophy and define the categories you would use to fully cover investing in your Sectors.
- If you don’t use a category, don’t create a Subsector it.
- Subsectors can only be used for sorting purposes on reports (no performance).
- Very few managers use Subsectors on reports they give to clients. Subsector codes tend to make PortfolioCenter reports look cluttered and complicated, and multiply the number of pages.