Comparing return & risks with Portfolio Experience

Through an abundance of charts and data, you can better compare the proposed asset allocation with your own account performance. If your portfolio has a lower risk premium and compliments the company better, feel free to continue with your existing portfolio. If our proposed asset allocation performs better in terms of risk premium, you can consider trading the proposed targets and switching to our recommended asset allocation.

  • Calculating cumulative return, annualized return and risks.
  • Calculating the Sharpe and Alpha ratios of your own investment based on the asset allocation plan.
  • Comparing cumulative return charts
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