My Portfolio
The portfolio screen allows the user to view the risk statistics of their portfolio. One may select to view the results as a table, or in graphical mode. Click on the printer icon to get a version of the page specially formatted for printing. Each statistic is defined in the definitions section at the bottom of the page. Click on any statistic to sort by it within each asset class. Each portfolio is available in four different views, available through the "Portfolio Views" menu, explained below.
MFRI, Mfri Inc
LAD, Lithia Motors
CNA, Cna Financial Corp
YTEC, Yucheng Tech
DAC, Danaqs Corp
SKH, Skilled Hlt Care
KV.A, K-V Pharmaceutical Co A
ACY, Aerocentury Corp
NSTC, Ness Tech
GASS, Stealthgas Inc
GPW, Georgia Power
SYMS, Syms Corp
UUU, Universal Sec Instruments Inc
RJET, Republic Airways Hldg Inc
Collapse Portfolio
FMR, First Mercury Fn
GOK, Geokinetics
|
CC - Go to our Chart Center to graph a RiskChart of how risky your current portfolio has performed historically. You can also view portfolio Performance Charts, StreakCharts, and RangeCharts. |
|
RA - Click on our Risk vs. Return chart and determine if you're being fairly compensated for the amount of risk you're taking. |
|
GV - View your portfolio holds as a series of charts - portfolio level, asset class level, and instrument level. |
|
FA - Analyze your investment style against benchmark indices. Perform a factor analysis to explore your sector weightings and risk levels, as well as your asset class weightings and risk levels. |
|
RR - Perform a RiskRanking of your portfolio. See how your portfolio compares against other benchmark indices and portfolios. |
|
PR - (Advisor Services subscription only) Create customized printer friendly reports for your clients. |
|