6-Asset Portfolio
Portfolio Health
55/100
Poor
Strongest on diversification and consistency. Downside Protection is the weak link.
How this score is built
Consistency11/15
Win rate 58%. Mixed.
Diversification16/20
Avg correlation 0.46. Reasonably diversified.
Downside Protection4/20
Down capture 119%. Falls harder than the market.
Alpha vs Benchmark11/20
Alpha -1.6%. Near expectations.
Risk-Adjusted Returns12/25
Sharpe 0.74. Fair.
Key Metrics
Return
+12.8%
Volatility
10.6%
Moderate
Sharpe
0.74
Fair
Max Drawdown
−4.8%
Shallow
Beta
1.10
Alpha
−1.6%
A real report, on a portfolio you might recognise
Six funds that look diversified. Below is the same analysis your own holdings would get, computed live, nothing staged.
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This is what your report would say
Every fund unpacked to the stocks underneath, what you own twice, what you pay in fees, and how it holds up in a crash. $25 once, no subscription.
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