Portfolio:
PM ScorePortfolio Monkey rates how well-constructed your portfolio is on a scale of one-half banana (worst) to five bananas (best). The rating is based on four individual categories: return potential, riskiness, diversification, and how optimized it is. Learn MorePM Score:
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Expected ReturnThis is an estimate of how much your portfolio is expected to return on an annualized basis over your investment horizon given current assumptions. Learn moreExpected Return:
20.0%
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Volatility This is how much your portfolio is likely to deviate from the expected return. The higher the volatility, the riskier your portfolio. Learn MoreVolatility:
27.0%
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Efficiency Ratio This measures your portfolio’s expected “bang for the buck”. The higher the efficiency ratio, the better your portfolio is at generating expected returns per unit of risk. Learn more Efficiency Ratio:
0.74



