Example Product Portfolio Gap Analysis Template - Free Download | Page 6
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Portfolio Gap Analysis
Portfolio Diversification
Potential Gap
Asset Class Diversification
It is important that you have a sufficient level of diversification across a number of distinct equity
asset classes with dissimilar characteristics to maximize potential diversification benefits
1
. Your
recommended portfolio was designed with asset class exposures optimally weighted with the
intention of reducing risk or improving returns.
Current Portfolio
20%
20%
20%
20%
20%
Recommended Portfolio
2%
33%
15%
12%
8%
4%
14%
7%
5%
Current Recommended Gap
Cash 0% 2% -2%
Short-Term Fixed Income 0% 33% -33%
US Investment Grade 20% 0% 20%
US Stocks 20% 15% 5%
US Large Value 0% 12% -12%
US Large Growth 20% 0% 20%
US Small Neutral 0% 8% -8%
US REITs 0% 4% -4%
World Stocks 20% 0% 20%
International Large Value 0% 14% -14%
International Small Neutral 0% 7% -7%
Emerging Markets 20% 5% 15%
The illustration shows the asset class mix of your current and recommended portfolios. The Gap
column highlights the deficiencies and over concentrations of your current portfolio relative to the
recommended risk-based portfolio.
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source: advisor.myadvisorcenter.com
