Portfolio Analysis / Review

Over time individuals tend to invest in the moment.  After many years they find investments in several different companies with multiple investment vehicles.  Key Financial will consolidate all of your investments in one report to help you gain an understanding of your total portfolio.  We will then determine if you are appropriately diversified within each asset class.  This analysis helps align your investments with your long-term plan.

  • Asset Allocation: The amount of your investment in Stocks, Bond, and Cash. This helps determine your level of risk and expectations for the performance of your portfolio
  • Sector Diversification: In each Asset class above, there are many classifications.  What level of your portfolio is in Large Cap, Mid Cap, and Small Cap stocks?  Are you too concentrated in long term bonds or short-term bonds?  Analyzing how Diversified your portfolio is gives us a understanding of how your different investments react to the same or different event.
  • Investment Concentration: Are you too concentrated in one Asset Class, Sector, or individual Investment.  You may have the appropriate Asset Allocation, but if most of it is in one investment your risk is compromised.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect market risk.  Asset Allocation does not ensure a profit or protect against a loss.

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