scorecard
Free Portfolio Risk Scorecard
Score your portfolio's risk profile across four dimensions that actually matter: diversification, drawdown tolerance, leverage, and concentration. 12 questions designed by combining traditional advisor questionnaires with the institutional risk measures (VaR, max-DD, Sharpe-aware sizing) that get glossed over in retail tools. Outputs a five-tier diagnostic from Capital-Preservation to High-Risk-Speculative, with the specific allocation bucket each tier matches.
Question 1 of 12
When will you need to access most of this capital?
Question 2 of 12
How would your life change if this portfolio lost 40% in 12 months?
Question 3 of 12
How many distinct asset classes hold > 5% of your portfolio?
Question 4 of 12
What share of your portfolio is in your largest single position?
Question 5 of 12
What share is in your single largest sector or theme (tech, crypto, energy, etc.)?
Question 6 of 12
What's your portfolio leverage (margin / total)?
Question 7 of 12
What % is in illiquid positions (private, locked-up, restricted)?
Question 8 of 12
How many months of expenses do you hold in cash/short bonds?
Question 9 of 12
How would you respond to a 25% drop in 3 months?
Question 10 of 12
How often do you rebalance?
Question 11 of 12
How is your portfolio aligned with your goals?
Question 12 of 12
Do you have informational or skill edge in your top concentrated bets?
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About the Author
David Shadrake
David Shadrake works on strategic business development and tech partnerships, with focus areas across AI, fintech, venture capital, growth, sales, SEO, blockchain, and broader tech innovation. Read more of his perspective on partnerships, market dynamics, and emerging technology at davidshadrake.com.