Example Product Portfolio Gap Analysis Template - Free Download | Page 3
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Portfolio Gap Analysis
This Portfolio Gap Analysis is designed to analyze your current portfolio to identify specific
deficiencies and potential opportunities for improvement by transitioning to a recommended
portfolio. The key areas of analysis include asset allocation, diversification, investment costs, portfolio
risk and efficiency.
Client Name: Tony Leal
Advisor Name: NotDana NotCrosby
Portfolio Value: $500,000
Analysis Date: June 8, 2016
The following holdings were outside the universe of Morningstar investments. The proxies listed
were utilized in place of each holding.
Holding Symbol Asset Class Proxy Used
Foobar Funds Balanced Attack FOOBX US Investment Grade Barclays US Agg Bond TR USD 20.00%
Foobar Funds Balanced Attack FOOBX US Stocks Russell 3000 TR USD 20.00%
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