Finance Portfolio Performance Form
This form is a detailed record of [Your Company Name]'s portfolio performance over the specified period. Complete each section to capture the essence of the portfolio's current performance and future outlook.
Asset Allocation Overview |
Assets Included: | Equities - 50% Bonds - 30% Real Estate - 10% Alternative Investments - 10% |
Current Allocation: | Equities - 55% Bonds - 25% Real Estate - 10% Alternatives - 10% |
Changes in Allocation: | Increased equities by 5%, decreased bonds by 5%. |
Portfolio Returns |
Time Period: | [Start Date - End Date] |
Total Returns: | Overall portfolio return of 8% for the year. |
Returns by Asset Class: | Equities - 10% Bonds - 5% Real Estate - 7% Alternatives - 9% |
Risk Profile Assessment |
Risk Tolerance Level: | Moderate |
Volatility Measures: | Portfolio standard deviation - 12% |
Risk Exposure by Asset Class: | Equities - High Bonds - Low Real Estate - Medium Alternatives - Medium |
Benchmark Comparison |
Selected Benchmarks: | S&P 500 for Equities Barclays Aggregate for Bonds |
Performance vs. Benchmarks: | Portfolio underperformed S&P 500 by 2%, outperformed Barclays Aggregate by 1% |
Analysis of Deviations: | Underperformance in equities due to market volatility and overexposure to tech stocks. |
Future Outlook and Adjustments |
Market Outlook: | Anticipating economic recovery with moderate market growth. Watching interest rate changes for bond investments. |
Strategic Adjustments: | Suggest reducing tech stock exposure and increasing allocation in healthcare and consumer goods. Consider longer-term bonds for stability. |
Goals for Next Period: | Achieve a portfolio return of 9%, maintain a moderate risk profile, and improve alignment with benchmarks. |
This performance form reflects a comprehensive picture of [Your Company Name]'s investment activities and results for the year. It should be used as a basis for upcoming investment strategy meetings and future portfolio adjustments.
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