---
title: "Portfolios"
area: portfolios
order: 1
lastUpdated: 2026-03-21
updatedBy: Claude (COO)
---

## Overview

The Portfolios area organizes your digital products into four root portfolios, each representing a major investment category. It gives leadership visibility into product health, budget allocation, and strategic balance across the portfolio.

## Key Concepts

- **Root Portfolios** — The four top-level groupings that all products belong to. Your organization defines what these represent (e.g., by business unit, delivery model, or strategic theme).
- **DPPM Taxonomy** — A 481-node product classification tree used to categorize products by type, capability, and market segment. Products are tagged with taxonomy nodes to enable filtering and benchmarking.
- **Health Metrics** — Calculated scores for each portfolio based on product lifecycle distribution, investment balance, active issues, and operational performance.
- **Risk Concentration** — A measure of how unevenly investment or strategic risk is distributed across a portfolio. Useful for identifying over-dependence on a single product or technology.

## What You Can Do

- View the four root portfolios and drill down into their product groupings
- Check portfolio health scores and understand which products are contributing to issues
- Review budget allocations and compare planned vs. actual investment
- Identify risk concentration and rebalance product groupings
- Use the AI coworker to request a health summary or register a new product
