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| For demo purposes, the results shown reflect sample data.
portfolio risk management » summary | |
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Portfolio Risk Management helps you assess and manage risk, by comparing the level of risk of your Investment Mix to the level of risk of your Asset Mix (account by account and at a plan level). If the levels of risk differ significantly, you may wish to either rebalance your assets or change your investment instructions.
The amounts and percentages shown are a summary of your current holdings (Asset Mix) and your investment instructions (Investment Mix). The R-meter on the right indicates the levels of risk of your Asset Mix and your Investment Mix.
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| Investments | Balance $ | Asset Mix % | Investment Mix % |
| + 19 - Bond Manager B | 11,062.43 | 34.04 | 35.00 |
| + 48 – Canadian Dividend Manager C | 5,881.40 | 18.10 | 18.00 |
| + 17 – Global Equity Manager C | 4,917.69 | 15.13 | 15.00 |
| + 56 – Global Equity Manager D | 5,102.14 | 15.69 | 15.00 |
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| $ 32,502.57 | | |
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| There is a slight divergence in the levels of risk of your Asset Mix and your Investment Mix. You may wish to rebalance your assets. |
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