Free Finance Portfolio Performance Form Template
Finance Portfolio Performance Form
This form is a detailed record of [Your Company Name]'s portfolio performance over the specified period. Complete each section to capture the essence of the portfolio's current performance and future outlook.
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Asset Allocation Overview |
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Assets Included: |
Equities - 50% Bonds - 30% Real Estate - 10% Alternative Investments - 10% |
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Current Allocation: |
Equities - 55% Bonds - 25% Real Estate - 10% Alternatives - 10% |
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Changes in Allocation: |
Increased equities by 5%, decreased bonds by 5%. |
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Portfolio Returns |
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Time Period: |
[Start Date - End Date] |
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Total Returns: |
Overall portfolio return of 8% for the year. |
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Returns by Asset Class: |
Equities - 10% Bonds - 5% Real Estate - 7% Alternatives - 9% |
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Risk Profile Assessment |
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Risk Tolerance Level: |
Moderate |
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Volatility Measures: |
Portfolio standard deviation - 12% |
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Risk Exposure by Asset Class: |
Equities - High Bonds - Low Real Estate - Medium Alternatives - Medium |
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Benchmark Comparison |
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Selected Benchmarks: |
S&P 500 for Equities Barclays Aggregate for Bonds |
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Performance vs. Benchmarks: |
Portfolio underperformed S&P 500 by 2%, outperformed Barclays Aggregate by 1% |
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Analysis of Deviations: |
Underperformance in equities due to market volatility and overexposure to tech stocks. |
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Future Outlook and Adjustments |
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Market Outlook: |
Anticipating economic recovery with moderate market growth. Watching interest rate changes for bond investments. |
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Strategic Adjustments: |
Suggest reducing tech stock exposure and increasing allocation in healthcare and consumer goods. Consider longer-term bonds for stability. |
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Goals for Next Period: |
Achieve a portfolio return of 9%, maintain a moderate risk profile, and improve alignment with benchmarks. |
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This performance form reflects a comprehensive picture of [Your Company Name]'s investment activities and results for the year. It should be used as a basis for upcoming investment strategy meetings and future portfolio adjustments.
