
Portfolio score : your investing mark
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- Diversification: the more diversified portfolio with more positions, the better, as you reduced your risks.
- Trend: a good score has a bullish trend, against a sideways or, even worst, a bearish.
- Risk: T-Advisor compares your risk profile against the general portfolio risk. The system defines a risk range for every profile. Think about you are conservative and your portfolio risk is high: something goes wrong and you receive a low score.
- Performance: as before in risks, T-Advisor establishes a range for the investment profile expected return. If the portfolio return is in it, it marks. If the return is nearest to the highest point in the range, your mark will be also higher.