Compare Portfolios to a Custom Portfolio

The question of asset allocation often arises when investors are considering adding a new product or asset class into their portfolio, or are looking for a new mix of asset classes. AllocationADVISOR makes it easy to compare an existing portfolio to a portfolio selected from the efficient frontier. The table below, for example, shows the dollar differences of the projections for a custom portfolio (labeled Current Portfolio) and the efficient portfolio (labeled Mix 1).

Compare Portfolios Across Different Time Periods

AllocationADVISOR allows users to select up to five portfolios along the efficient frontier. These portfolios can be compared to each other and/or to user-defined custom portfolios. Statistics are projected out over a variety of time periods so that investors have a good picture of possible outcomes.