An in-depth analysis of your investments that focuses on volatility, credit quality, and valuations.
Achieving financial clarity
Portfolio Risk Appraisal
Portfolio Risk Appraisal
Before you know what action you should take with your portfolio, you first need to know if your holdings expose you to unnecessary risk and if they fit with your acceptable risk level.
The Madelor Portfolio Risk Appraisal is a tool to review your investments, consider whether they are the correct securities to achieve your financial goals, and help you make educated decisions moving forward.
We conduct a deep dive into your portfolio by using various statistical measures to leave no stone unturned to assess:
Volatility
We review the volatility level in your portfolio and point out how much your investments will likely fluctuate in value over time.
Fixed Credit
We look at the credit quality and duration of your fixed-income investments to help you measure the stability of your bond holdings.
Valuations
We look at the valuation metrics of your holdings to assess whether they are undervalued, overvalued, or just right.
Other Statistical Measures
Beyond the fundamentals, we look at other statistical measures to assess your portfolio.
The Madelor Portfolio Risk Appraisal helps you gain absolute financial clarity, and if you would like to learn more about how it works and what it can do for you, contact us today, and we'll be happy to discuss your needs in greater detail.
