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About The Institute For Portfolio Diversification

FREE LUNCH DIVERSIFICATION TOOLBOX: intelligent Assistant Creates Portfolio Alternatives. The system automatically creates six new simulated portfolios from the original legacy portfolio, decreasing the legacy’s allocation in increments of 10%, 20%, 30% 40%, 50% and 60%, respectively. .The original portfolio’s asset weightings are maintained within each portfolio’s declining legacy position. In this case every 12 months their reciprocal percentages are filled with selected sector and/or industry proxies and reopotimized at weightings calculated by the system’s forward looking modeling algorithms to improve diversification outcomes. (Note: The Institute’s algorithm makes its allocation based on data known only at the beginning of a period). Every 12 months the legacy portfolio is rebalanced to original allocation percentages. The reviewer should concentrate on the Performance and Diversification Metrics and especially Sharpe Ratios, Semi-Deviations, Fiduciary Score Variance Gap, Estimated Diversification Alpha, Diversification Risk Remaining in Portfolio, and not least ROR! On the left side of the screen one can choose any alternative for to get the details and export in an Excel for many categories one finds necessary. All portfolios undergo both quantitative and qualitative risk factor analysis described in the Third Restatement. See how calculations are made in accordance with Third Restatement. https://portfolio-diversification-institute.com/resources/Documents/Measuring%20UCR.pdf/

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