Allocate like a sovereign wealth fund. Combine high-conviction holdings from world-class managers, verify your strategy with professional-grade risk metrics, and backtest against global benchmarks.
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| Freq | Net Return | Est. Trades/Yr |
|---|---|---|
| Quarterly | - | - |
| Monthly | - | - |
Net returns account for commissions and projected rebalancing premium.
| Ticker | Name | Weight | Value |
|---|
| Fund | Total Ret | Ann Ret | Vol | Sharpe | Sortino | Beta | Max DD |
|---|
Correlation measures how closely fund returns move together. A diversified portfolio typically combines funds with low correlation to reduce overall volatility.
Proper diversification isn't just about owning many stocksβit's about owning stocks that don't move together. By combining assets with low correlation, you can achieve the "Holy Grail" of investing: Earn more by risking less through significant volatility reduction.
Correlation Matrix and ENB Analysis are limited to Pro users.