The below video presents a model I use to analyze the allocation stock portfolios. The model reports a portfolio's allocation across different company classifications (risk, sector, and industry), identifies the weight of each position, and compares this data to target allocations.

Since posting the video on YouTube the video has been viewed over 600 and I have shared the model upon request. The video is long and a bit rough; I only used free software to record, edit, and publish it.To request a copy of the model please email me. Data for this model are from Morningstar, Google Finance, and the Motley Fool.