🚀 How to Build a Diversified Unlisted Shares Portfolio
Summary: Unlisted equity can deliver outsized returns, but concentration risk is real. Learn to spread your bets across sectors, stages (pre-IPO vs buy-out), and liquidity profiles to smooth volatility and capture growth.
1. Why Diversification Matters
A single startup can skyrocket—or implode. By holding 8–12 names across themes (tech, fintech, consumer), you reduce idiosyncratic risk.
2. Sector & Stage Allocation
- Early-stage (Series A–B): High upside, high risk, 20–25% allocation
- Late-stage/pre-IPO: More visibility, 30–35% allocation
- Buy-out/debt-convertible: Lower volatility, 40–45% allocation
3. Liquidity Buckets
Balance “fast exit” names (ESOP secondaries, early-liquid startups) with “long hold” plays planning IPO in 2+ years.
4. Rebalancing & Monitoring
Quarterly review: trim winners at 1.5Ă— cost, top up underperformers where thesis still holds.
5. Tools & Platforms
- InvestoEdge portfolio dashboard
- Precise deal-flow alerts
- SharesCart live bid-ask tracker