We automatically propose 4 analyses: Sustainability / Performance / Risk / Diversification.
Sustainability: the percentage of sustainable funds we have identified in your Portfolio
Performance: How does your Portfolio perform compared to the market average?
- are you exposed to markets that have underperformed compared to the general trend?
- have you chosen funds that have underperformed relative to their category?
Risk: How does your Portfolio perform in terms of risk compared to the market average?
- are you exposed to markets that are very volatile compared to the overall market?
- have you chosen funds that have a specific risk above their category?
Diversification: Do you have a sufficient number of funds and asset classes in Portfolio ?
- Are you exposed to a sufficient number of asset classes to diversify your risk?
- Do one or more mutual funds represent an important portion of your Portfolio ?
