PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Current Orange
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


AGGU.L 19.99%VYM 29.49%VOO 20.2%FJPNX 10.39%^FTSE 10.32%VWO 9.61%BondBondEquityEquity
PositionCategory/SectorWeight
^FTSE
10.32%
AGGU.L
iShares Core Global Aggregate Bond UCITS ETF
Global Bonds
19.99%
FJPNX
Fidelity Japan Fund
Japan Equities
10.39%
VOO
Vanguard S&P 500 ETF
Large Cap Growth Equities
20.20%
VWO
Vanguard FTSE Emerging Markets ETF
Emerging Markets Equities
9.61%
VYM
Vanguard High Dividend Yield ETF
Dividend, Large Cap Value Equities
29.49%
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab