Portfolio Assets
Asset Name
Allocation (%)
Expected Return (%)
Total Allocation100.0%
Conclusion
Based on your allocation across 4 assets, your overall portfolio is expected to generate a weighted average return of 11.15%. The biggest driver of this return is Large Cap Equity, contributing 6.00% to the total portfolio return.
Expected Portfolio Return
11.15%
Return Contribution by Asset
Large Cap Equity50.00% weight
+6.00%Mid Cap Equity20.00% weight
+3.00%Debt / Bonds25.00% weight
+1.75%Gold5.00% weight
+0.40%Total Return11.15%