Portfolio Analytics
Deep insights into your investment performance and optimization opportunities
Portfolio Value
$2,687
+9.7% total
YTD Return
+12.3%
vs 7.2% market avg
Diversification
94%
Excellent spread
Risk Level
Low-Medium
Balanced approach
Asset Allocation
Vending Machines
$547(20.4%)
Real Estate
$821(30.6%)
Food Trucks
$1,319(49%)
Portfolio Performance
Last 5 Months
+9.7% Growth
Jan$2,450
Feb$2,523
Mar$2,598
Apr$2,634
May$2,687
Top Performing Assets
1
Campus Food Truck Fleet
16.5% annual return
+2.3%
2
Downtown Vending Network
14.2% annual return
+1.8%
3
Riverside Laundromat
12.8% annual return
+0.9%
AI Recommendations
Diversify into EV Charging
High
Your portfolio lacks exposure to the growing EV market
Increase Real Estate Allocation
Medium
Real estate typically provides stable long-term returns
Rebalance Portfolio
Low
Food trucks are over-weighted at 49% allocation
Portfolio Actions
Risk Assessment
VolatilityLow
LiquidityMedium
Correlation0.23
Your portfolio has good diversification with low correlation between assets.