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Bogey Portfolio Components Benchmark Weight Component returns Equity 0.60 14% Bonds 0.25 12% Cash 0.15 6% Summit Portfolio Component Benchmark Weight Component returns Equity 0.70
Bogey Portfolio
Components Benchmark Weight Component returns Equity 0.60 14% Bonds 0.25 12% Cash 0.15 6%
Component | Benchmark Weight | Component returns |
Equity | 0.70 | 18% |
Bonds | 0.20 | 10% |
Cash | 0.10 | 5% |
Calculate the contribution of Asset allocation to the managed portfolios performance.
calculate the contribution of sector and security selection decisions to the managed portfolios total performance.
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