Investment Performance Dashboard

Desciption

Dashboard: Investment Performance

This dashboard provides an overview of the aggregate portfolio performance, asset allocation exposures, dividend yield, expense ratio, and common investment returns. With this dashboard, users can compare the performance of their investments across regions and sectors.

Bullet Points:
View aggregate portfolio performance, asset allocation exposures, dividend yield, expense ratio, and common investment returns.
Compare the performance of investments across regions and sectors.
Monitor net worth, return, and portfolio value.

Who Can Benefit:
This dashboard is ideal for investors, financial advisors, and portfolio managers who need to monitor and compare their investments. With this dashboard, users can gain insights into their portfolio performance and make informed decisions.

Bullet Points:
Investors can monitor their portfolio performance and make informed decisions.
Financial advisors can compare investments across regions and sectors.
Portfolio managers can gain insights into their portfolio value and expense ratio.

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