Two bar charts you’re probably not using to understand your portfolio

By |2018-07-19T09:29:19-08:00July 19th, 2018|Blog|0 Comments

If I asked you to fill in this blank: Portfolio management uses many ________ charts. You’d probably shout “bubble!” without hesitation. Indeed, frontier charts, pipeline charts, and risk vs. reward charts all effectively employ scatter and bubble charts to describe your portfolio.

But the humble bar chart is no slouch when you’re looking for portfolio insights. In this post I’ll give you two examples you might not be using today. If you already use Enrich Viewport or the Enrich Analytics Platform, then this two-minute video will explain how you can build them, too.

I often say that portfolio management is about value and balance: the value in your portfolio should be aligned with corporate goals across technology platforms, market segments, innovation levels, and even over time (short-term vs. long-term). In order to achieve those goals, the proportions of spending across these dimensions should be set with care so that you ‘place your bets’ to maximize your chances for success.

With this in mind, any chart that helps you see how much you’re spending across technologies, divisions, etc. and also how that spending aligns with anticipated value across those dimensions would be very useful indeed. Enter the contribution analysis! (more…)