Portfolio Details - Assets
Assets selected
Last updated
Assets selected
Last updated
The 'Assets' tab provides a comprehensive overview of your portfolio's latest rebalancing configuration and any recent adjustments made to the asset mix. By examining this data in conjunction with market conditions, investors can gain valuable insights into the performance of their investment strategies. Additionally, users can analyze the individual performance of their holdings to understand how each asset contributes to the overall portfolio performance, all within a single, user-friendly interface.
One of the key features of the 'Assets' tab is the ability to visualize the rebalancing trend over a specified period. This table shows how the portfolio has been rebalanced over time, offering insights into the strategic adjustments made to maintain optimal asset allocation. It's important to note that the effective date mentioned refers to the beginning of the month based on the previous month's results, providing clarity on the timing of rebalancing activities.
This section also offers a detailed view of the performance of the ETFs used in the investment strategy. Investors can track the statistical results of each ETF and their returns over time, all conveniently presented in one place. This allows for a comprehensive analysis of how different asset classes contribute to the overall performance of the portfolio.
A particularly useful metric provided in the 'Assets' tab is the contribution percentage, which indicates the proportion of the total strategy performance attributed to each ETF used in the strategy. This metric offers valuable insights into the relative impact of different asset classes on portfolio performance.
