The analysis of the Portfolio

We automatically offer you 4 analyses : Sustainability / Performance / Risk / Diversification

Sustainability: the percentage of sustainable funds we have identified in your Portfolio

Performance: How does your Portfolio perform relative to the market average ?
- are you exposed to markets that have underperformed relative to the overall performance ?
- have you chosen funds that have underperformed relative to their category ?

Risk: How does your Portfolio perform in terms of risk relative 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 ?

We take great care in handling data and fund analysis. However, our providers may provide us with incorrect data: always check the information you find on Positive Finance and notify us if you find an error, we will correct it as soon as possible.

This isnot a financial advisory site ; our goal is to help you evolve as a Positive Investor and become more aware and competent. Before investing, always check with your adviser or bank that your choices are appropriate and will not harm you.

Our analyses of managers' sustainability policies (denoted MCSR Intensity in the tables), are done with care, method, and passion but cover only a few thousand funds.

In summary, avoid DIY (unless you want to study finance seriously) and trading (it is a business for professionals), rely on a good advisor. Remember that you are paying him to look after your interests even when you feel you are not paying him.

We will soon build courses to teach you how to invest, how to reduce risk and achieve your goals. You will find that psychology applied to finance clearly explains to us the mistakes of investors.