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Example Product Portfolio Gap Analysis Template
Portfolio Gap Analysis
Introduction
Introduction
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.
Investor Information
Client Name: Tony Leal
Tony2 Leal2
Advisor Name: NotDana NotCrosby
Portfolio Value: $500,000
Analysis Date: June 8, 2016
Data Assumptions
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
Percent of
Portfolio
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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