Portfolio Analysis Results

Dogs of the Dow

What this means in dollar terms:
  • In any given year:
  • -Your portfolio is expected to gain $89,423
  • -You have an 80% chance that your actual gain will be between $-85,471 and $264,317
  • -You have a 1% chance that your portfolio will lose at least $123,234

 Info PM Score: banana banana banana banana banana

  •  Info Expected Return  Info Volatility  Info Efficiency Ratio
  • 7.3% 11.1% 0.63
  • (Average) (Low) (Average)
Well done! Dogs of the Dow has relatively high return potential, efficiently manages risk, has moderate expected volatility, and is well diversified. You may still be able to improve.
  • Personalized suggestions for your portfolio:
  • - OPTIMIZE your portfolio to improve risk-return efficiency
  • - COMPARE your portfolio to others
  • - DISCOVER new securities custom tailored for Dogs of the Dow.
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