yBlocks

Investment plan

5 of 5 widgets shown

Return & risk metrics

Return (avg annual)

0.00%

Cur 3.20%+3.60%

Risk (stddev)

0.00%

Cur 6.40%+5.20%

Sharpe ratio

0.00

Cur 0.42+0.12

Max drawdown

— (actual only)

Cur —

Expected values from asset-class assumptions.

Current portfolio → Proposed 70/30 · headline = proposed

Asset allocation

Current ¥0→Proposed ¥0

Current mix

25% / 75%

Growth / Defensive

CurrentAsset classProposed

20.0%Cash & short-term8.0%

55.0%Bonds22.0%

20.0%Equity48.0%

3.0%REIT12.0%

2.0%Alternatives6.0%

0.0%Commodities4.0%

Proposed mix

70% / 30%

Growth / Defensive

Class weights · subclass detail on the allocation detail card

Allocation detail

0.0% reallocated·Bonds −33.0%Equity +28.0%

Breakdown · class / subclass

ClassSubclassCurPropDiff−400+40

Cash & short-term—20.0%8.0%

Domestic short13.0%5.0%

Foreign short7.0%3.0%

Bonds—55.0%22.0%

Domestic bonds33.0%10.0%

Foreign bonds22.0%12.0%

Equity—20.0%48.0%

Domestic equity12.0%20.0%

Foreign equity8.0%28.0%

REIT—3.0%12.0%

Domestic REIT2.0%5.0%

Foreign REIT1.0%7.0%

Alternatives—2.0%6.0%

Alternatives2.0%6.0%

Commodities—0.0%4.0%

Commodities0.0%4.0%

Diff = current − proposed · right = trimmed, left = added

Risk & return analysis

10y assumptions

Proposed 70/30Current portfolioAsset classes

NameRiskReturn

Asset classes

Cash & short-term0.6%0.4%

Government bonds3.4%1.6%

Corporate bonds6.1%3.2%

Domestic equity16.4%8.1%

International equity19.2%9.8%

Emerging markets24.6%11.4%

Global REITs17.8%6.9%

Commodities29.4%5.6%

Portfolios

Current portfolio6.4%3.2%

Proposed 70/3011.6%6.8%

Model assumptions · monthly data · not a forecast

Annual return distribution

Rolling 1y · 10y daily

Return (annualized mean)

+0.00pt

Current3.30%

Proposed6.82%

Risk (stddev)

+0.00pt

Current5.69%

Proposed11.62%

Skewness

Cur-0.057

Prop-0.088

Kurtosis (excess)

Cur-0.165

Prop-0.282

Worst 12-mo

Cur-16.00%

Prop-32.00%

Best 12-mo

Cur24.00%

Prop36.00%

Samples 2,267 / 2,269

Past performance ≠ future

COMPOSED OF · 5 GALLERY CARDS

RETURN & RISK METRICS · FINANCE ASSET ALLOCATION SUMMARY · FINANCE ASSET ALLOCATION DETAIL · FINANCE RISK & RETURN ANALYSIS · FINANCE ANNUAL RETURN DISTRIBUTION · FINANCE+ GRIDSTACK BOARD WITH SHOW / HIDE TOOLBAR