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Riskco Portfolio

Advance monitoring of your aggregate investment portfolio and customized monthly rebalancing advice

Advance monitoring of your aggregate investment portfolio and customized monthly rebalancing advice

Riskco Portfolio

by SERFIEX
Riskco Portfolio
Riskco Portfolio
Riskco Portfolio

What is it about?

Advance monitoring of your aggregate investment portfolio and customized monthly rebalancing advice

Riskco Portfolio

App Details

Version
1.2.7
Rating
NA
Size
33Mb
Genre
Finance Business
Last updated
November 22, 2023
Release date
August 10, 2018
More info

App Screenshots

Riskco Portfolio screenshot-0
Riskco Portfolio screenshot-1
Riskco Portfolio screenshot-2
Riskco Portfolio screenshot-3

App Store Description

Advance monitoring of your aggregate investment portfolio and customized monthly rebalancing advice
We provide you the minimum required information to properly evaluate your performance and take decisions. You will be able to compare your aggregate portfolio risk and return with a customized multi-asset benchmark, any time.
Millions of investors need this information: it is not provided by their bank at all or it provides them a comparison index not suitable to their needs. Or maybe, they work with two or more banks at the same time.
At the end of each month, you will receive a customized rebalancing portfolio advice increasing or decreasing the equity weights. A touch of truly valuable financial sophistication to your portfolio every month!
To facilitate the learning of the tool you have at your disposal the Demo_RiskcoPortfolio portfolio.
A. What information does RiskcoPortfolio offer for your aggregate investment portfolio?
Investments control executive summary
Aggregate portfolio ´valuation, P&L, return and risk compared with a customized multi-asset benchmark.
So that the comparison will be useful, notice that it must be made on homogeneous figures. For example, if your portfolio composition has been 50% eur stocks and 50% eur bonds, a right benchmark is 50% Eurostoxx and 50% a fixed income index like Iboxx.
Customized risk-returns alerts of the overall portfolio – not only regarding individual assets- will be delivered meaning you can react quickly.
Graphical monitoring of the return and risk of your aggregate portfolio with a customized multi-asset benchmark, at all times.
Operational and probabilistic risk limits definition and control
Your Portfolio includes:
1. Trades, descriptive data and all assets´ fair value.
2. Look-through analysis. We do not stay on the surface analysis, we go deeper. We analyse the assets within your mutual funds up to four levels deep.
Top ten (exposition, risk and valuation assets)
Risk interest rate, credit, equity, currency, commodities and real state)
Portfolio composition (asset class, type, currency and country)
B. Automation
You will keep a complete, centralized, well managed, and easily available investments historic file.
With maximum security, connect – internet- with all your Banks and aggregate all your portfolios and trades.

C. Monthly rebalancing portfolio advice. Plus passive investing.
There will always be periods with results that are either better or worse than expected. In this situation , there are two possibilities:
1. To decide on a reaction by revising investment expectations
2. Not to revise expectations but rather to apply the mathematical model DoR–Dynamic optimal Risk-, which consists in rebalancing the portfolio weights between bonds and equity, on a monthly basis, to the level of risk that maximizes the terminal wealth.
At the end of each month, you will receive a customized rebalancing portfolio advice increasing or decreasing the equity weights (3% maximum)
In the long run we obtain an additional annual return between 0.25% and 1%, over and above traditional passive investing.
A touch of truly valuable financial sophistication to your portfolio every month!

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