Quickly assess your portfolio to save costs, control risks and improve returns.
Portfolio Title | Risk Profile | Diversification Profile | Annualized Return |
---|---|---|---|
Balanced Portfolio with High US Exposure and Moderate Diversification | Balanced | Moderately Diversified | 12.29% |
Balanced and Broadly Diversified Portfolio with Strong Sector and Geographic Spread | Balanced | Broadly Diversified | 11.2% |
Balanced Risk with Single-Focused Diversification in U.S. Heavy Portfolio | Balanced | Single-Focused | 26.97% |
Balanced Portfolio with Broad Diversification and Moderate Costs | Balanced | Broadly Diversified | 10.64% |
Highly Diversified Secure Portfolio with Low Costs and Broad Sector Exposure | Secure | Highly Diversified | 0.0% |
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Get startedExplore 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.
Tailor your portfolio to match your personality profile.
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.
Optimize the dividend potential of your portfolio.
Identify and minimize hidden costs in your portfolio.
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