# of ports required for disclosure, asset dispersion?

[archived_user]

I am getting a bit mixed up here…. I have read <6 you don’t have to disclose either # ports or dispersion method.
I have also read that it is <5 for portfolios, <6 for dispersion
ALSO read <5 for both.
Can someone close the lid on this?

 

[archived_user]

just did this section.
# of portfolios no disclosure necessary if 5 or fewer.
dispersion- no measure needs to be shown if 5 or fewer also.
so less than 6 for both = no need to disclose.