Dashboard Investment Performance

Desciption

This dashboard provides an overview of the investment performance of a portfolio. It displays the performance of the aggregate portfolio and by holding levels, asset allocation exposures, aggregate dividend yield, expense ratio, and common investment-regions. It also allows users to compare the performance of different investments over a period of time.

Benefits:
-Gain insights into the performance of investments over time
-Understand asset allocation exposures
-Evaluate the dividend yield of investments
-Analyze the expense ratio of investments
-Compare the performance of different investments

Who Can Benefit:
-Investment Managers
-Financial Advisors
-Individual Investors

Benefits for Investment Managers:
-Gain insights into portfolio performance
-Understand asset allocation exposures
-Evaluate dividend yield
-Analyze expense ratio
-Compare performance of investments

Benefits for Financial Advisors:
-Gain insights into portfolio performance
-Understand asset allocation exposures
-Evaluate dividend yield
-Analyze expense ratio
-Compare performance of investments

Benefits for Individual Investors:
-Gain insights into portfolio performance
-Understand asset allocation exposures
-Evaluate dividend yield
-Analyze expense ratio
-Compare performance of investments

Data

Portfolio Value
Lovelytics
America
Asia
Europe
$9.11M 0.67%
EMEA
15%
Investment Performance
10%
Expense Ratio
Investment Performance
The Investment Performance dashboard displays the performance from the aggregate portfolio and by holding levels. The
dashboard also shows the asset allocation exposures, aggregate dividend yield, expense ratio, and common investment-
Regions
70%
Dividend Yield
3.5%
Equity
Fixed Income
Private Equity
Annuites
Return
-31.2%
Allocations
15%
10%
10%
$10M
$SM
SOM
Investment Comparison
60%
1/12/22 1/27/22
Information
Technology
Materials
Industrials
Energy
Net Worth
Consumer
2/11/22
Sectors
2/26/22
10%
15%
15%
3/13/22
25%
POF