Our proven technology and tools will help you assess and determine the level of risk and weighting of your investment portfolio.
Our expert analysts will generate a full detailed report of your investment portfolio to help you determine the following:
The Risk Level (beta)
By calculating the volatility of each allocation in the portfolio,
Profitability of each stock in the portfolio,
Solvency of each stock in the portfolio,
The Micro and Macro risk of each stock.
Allocation & Diversification
By studying the sector & industry diversification in each portfolio,
Allocation for each security,
Correlation level between each security,
Hedging criteria determined in portfolio.
Potential Returns (Alpha)
By calculating the Intrinsic value of the shares,
Determine potential Growth Level,
Market and Analysts Sentiments,
Technical Signals.
By the end of the report our analysts will give their comments and recommendations, after understanding the reasoning of your allocation we will recommend one of our portfolio models.