Point Capital’s portfolio analysis gives you a clear, comprehensible view of your investments. You can see how your assets are structured, where opportunities lie and what risks exist. This transparency gives you security – and the certainty that you are making the right decisions for your assets.
The components of a professional portfolio analysis
A professional portfolio analysis shows you how your assets are structured and which components influence your overall success. The analysis summarizes all the key forces that determine structure, risk and development.
- Asset allocation and asset structure: The analysis of the asset allocation shows the weighting of the individual asset classes and how they influence the overall profile. The asset allocation is the basic structure of your portfolio. It determines the investments that shape long-term results.
- Risk analysis and volatility: A risk analysis sheds light on possible fluctuations, resilience and risk factors. An analysis of volatility illustrates how positions and the portfolio react in different phases.
- Potential returns and risks of loss: In order to recognize the development potential in your assets, it is necessary to assess the potential returns. At the same time, the analysis provides an overview of existing risks of loss and the extent to which they affect the overall picture.
- Correlations and diversification: Correlations show how positions influence each other and what dependencies arise in the portfolio. At the same time, it becomes clear whether the diversification is broad enough to cushion different market movements.
How does a portfolio check work at Point Capital?
Our portfolio analysis follows a clear process. During our investment advice and analysis, we focus on your personal situation.
- Personal initial consultation: In the initial consultation, we clarify your goals, starting position and financial priorities. At the same time, we obtain all relevant information for analyzing your existing portfolio.
- Quantitative and qualitative analysis: Our analysis evaluates the structure, quality and development potential of your portfolio using our own analysis tools. The results are compared with your objectives and risk appetite.
- Objective recommendations based on the analysis: The results of the portfolio analysis are decisive for concrete recommendations. We focus on independence so that you can make a decision with full transparency. The result is a plan that gives you orientation.
Frequent weaknesses in investments: how the portfolio analysis provides information
Point Capital identifies weak points that influence results in the long term. You get an overview of which factors bring stability or are a burden.
- Overweighting of individual asset classes: One-sided distributions distort the ratio of asset components.
- Cluster risks for securities or regions: Dependence on a few positions or markets influences stability.
- Lack of alignment with life goals: A portfolio is most effective when its structure and risk match personal priorities.
- unnecessarily high costs or hidden fees: Excessive costs reduce long-term results and change the performance of the portfolio.
Keep an eye on your investments with the Portfolio Check
Point Capital’s services provide you with clarity, structure and reliable orientation. The results of the portfolio analysis provide guidance on the next steps, regardless of whether you wish to retain your existing structure or examine a specific investment strategy.
- Transparency about structure, risks and development strength
- Clear orientation instead of individual decisions without an overall picture
- Well-founded classification of all asset components
- independent and comprehensible recommendations
FAQ on portfolio analysis
What does a portfolio analysis cost?
A portfolio analysis generally costs a few hundred francs. At Point Capital it is free of charge. You receive a well-founded assessment of your portfolio without any financial entry hurdle. If you want transparency about your investments, the analysis is particularly useful.
How often should a portfolio analysis be carried out?
A portfolio analysis is best carried out at regular intervals, as the market is constantly changing. This provides an up-to-date view of the structure, risks and changes in the portfolio. Long-term decisions with a clear basis are thus ensured.
What happens after the portfolio analysis?
After the analysis, we will provide you with specific recommendations for action that are optimally tailored to your goals. Based on the results, you will recognize how your assets are structured and which steps make sense. A roadmap for your next financial decisions is created.
What is part of a comprehensive portfolio check?
A portfolio check includes a structured analysis of all positions and their effect on overall assets. The analysis gives you an overview of how the components interact and which factors influence stability or risk. The result is a precise picture of your current asset situation.
When is a portfolio analysis of assets particularly advisable?
A wealth portfolio analysis is particularly suitable for asset changes, career transitions or important phases in life. The analysis shows you how these changes affect your portfolio and which structure is suitable. It provides you with orientation and clarity.
