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User Questions, Action Point Base - Coggle Diagram
User Questions
Is my portfolio risky?
Current risk of the portfolio - SD
Vs
Desired risk of the portfolio
Portfolio Risk Profile
Vs
User Risk Profile
Portfolio Risk Score
Vs
User Risk Score
All my mutual funds are performing good?
Fund Performance
Vs
Benchmark & Category
Consistency Score
Recommendation
What will happen if markets crash?
Stock Markets
% Fall
% Probablility
Impact
Debt Markets
Change in Interest rates
% Probability
Impact
Is my portfolio diversified?
Asset Class Wise
AMC Wise
Scheme Wise
Category
Fund correlation
Overlap Analysis
Am I making the right investment decisions?
Right & Wrong
Decisions - Asset Allocation, Fund Selection, Investor Behaviour
Score Card
Is my portfolio generating good returns?
Current portfolio returns
Vs
Benchmark returns
Model portfolio returns
User portfolio underperforming becnhmark & model portfolio
User portfolio outperforming benchmark, but underperforming model portfolio
User portfolio underperforming benchmark, but outperforming model portfolio
User portfolio outperforming benchmark & model portfolio
Will I lose capital?
Whats the max loss that thisPortfolio can have?
How long should this portfolio be held to cover up the losses?
Reduce the loss probability?
How will my investments grow over a period of time?
Portfolio simulation via Monte Carlo
Can I take out money anytime?
Holding Period Mapping
Can I get more returns?
Current portfolio returns
Vs
Returns required
How tax efficient is my portfolio?
Action Point Base
Risk Profile - Model Portfolio (Strategic & Tactical)
Goal Tenure
Sector Simulation
Max Loss
Returns Required
Fund Based