Quickly assess your portfolio to save costs, control risks and improve returns.
Portfolio Title | Risk Profile | Diversification Profile | Annualized Return |
---|---|---|---|
Balanced Portfolio with Low Diversity and High US Stock Concentration | Balanced | Low Diversity | 15.07% |
Balanced Risk Portfolio with Broad Diversification and Strong Dividend Focus for Long-Term Growth | Balanced | Broadly Diversified | 11.39% |
Balanced Portfolio with Moderate Diversification and Strong Technology Focus | Balanced | Moderately Diversified | 13.14% |
Balanced Portfolio with Broad Diversification and Strong Geographic Allocation Focused on Developed Markets | Balanced | Broadly Diversified | 12.35% |
Growth-Focused Portfolio with Moderate Diversification and High North American Exposure | Growth | Moderately Diversified | 12.91% |
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Explore and uncover all your investment costs compiled neatly in one place, enabling you to see beyond the fine print. Our tool helps you identify and cut unnecessary fees, potentially boosting your net returns.
Gain a comprehensive understanding of the overall risks associated with your entire investment portfolio. Our analysis offers insights into how different assets interact and the combined risk they present, helping you make informed decisions to manage and mitigate these risks effectively.
Peek into the future with advanced simulations that reveal possible scenarios for your investments' growth. Understand potential outcomes and adapt your strategy to maximize returns based on realistic forecasts and market conditions.
Get a holistic view of how your individual investments interact and impact the overall health and balance of your portfolio. Our tool helps you understand the synergy between different assets, guiding you to make adjustments that enhance portfolio coherence and performance.
Adjust the risk of your portfolio to match your comfort level.
Assess how well your portfolio is diversified.
Discover what kind of investor your portfolio aligns with.
Evaluate how your portfolio has performed in the past.
Simulate the possible future development of your portfolio.
Look at the asset classes, sectors, and regions you're invested in.
Get a clear view of your portfolio’s dividend potential.
Identify and minimize hidden costs in your portfolio.
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