What you get 4
1. Risk / Time matrix. This matrix visualizes the risk category and the standard holding time period of each portfolio – marked in dark blue. Lighter blue sections of the matrix indicate that the portfolio can be used optionally in another risk/time context depending on the investor’s preferences.
2. Monthly updated in-depth Portfolio analysis. In addition to the performance overview the analysis provide deeper insight into the risk-adjusted returns, alfa and beta, maximum draw-downs, etc.
3. Asset allocation. Grouping of bonds, stocks, cash and other into asset groups revealing more on the nature of the investment. Asset classification is standard and by comparing asset allocation among portfolios you gain deeper understanding of risk and return influence of each asset group.
4. Regional allocation (for stocks only). This chart shows how the underlying stocks in the portfolio are globally distributed so that you are aware of foreign markets exposure of your investment.
5. Top 20 stock holdings. Through the stock-ETFs in your portfolio you indirectly own shares of hundreds of stocks. This table shows the 20 companies that have the highest weight in the portfolio.