Following a plan allows you to:
Kivalia provides a refined returns value by showing the portfolio risk-adjusted return. These return values took into account the amount of risk involved in getting the return. Risk-adjusted returns will help reveal whether a return was obtained by smart investing or by taking excessive risk.
The portfolio allocations section shows the percentage weights of each asset selected in the portfolio construction process. These assets with its corresponding weights are the information you use to invest your retirement contributions.
This section shows your portfolio risk and a comparative scale of the typical risk level of several investment strategies so you know where you stand relative to the market. The risk is expressed in percentage, between 0% (no risk at all) to potentially more than 100% (extremely risky).
Your diversification is expressed in percentage, from 0% (poor diversification) to 100% (very good diversification).
Style analysis provides you an idea of the investment style essentially by comparing the returns of this portfolio against the returns of 30 varying indices. It provides you with a better idea on what drives the performance of this portfolio.
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