Portfolio Summary Report
Detailed analysis of your investment portfolio
Last updated: Feb 07, 2024 14:30
Total Portfolio Value
₦1,250,000.00
25.0%
All time
Total Invested
₦1,000,000.00
Total Return
₦250,000.00
25.0%
Risk Score
7/10
Asset Allocation
Allocation Details
Equity
₦625,000.00 (50.0%)
Return: 28.5%
Fixed Income
₦375,000.00 (30.0%)
Return: 12.3%
Money Market
₦187,500.00 (15.0%)
Return: 8.7%
Alternative
₦62,500.00 (5.0%)
Return: 15.2%
Performance History
8.5%
YTD
15.3%
1 Year
45.7%
3 Years
82.4%
5 Years
125.8%
Since Inception
Portfolio Recommendations
Rebalancing Opportunity
Your equity allocation is slightly above target. Consider rebalancing to maintain your desired risk level.
Performance Insight
Your portfolio has outperformed the benchmark by 2.3% this year, primarily due to strong equity performance.
Investment Opportunity
Consider increasing your alternative investments allocation to enhance portfolio diversification.