How does the Portfolio Health review work?

Modified on Tue, 27 Jun, 2023 at 3:34 PM

Portfolio Health evaluates each fund in your portfolio by assigning a score ranging from 1 to 100. This score is based on a comprehensive assessment of 22 variables across performance, consistency, risk, and more. These variables are categorised into 9 parameters.

Funds with a score below 35 are considered unhealthy and are recommended for immediate full exit. Funds with a score between 35 and 72 are deemed neutral, indicating they have the potential to swing in either direction. These neutral funds are trimmed over a period of time with graded exit, allowing for continuous monitoring. During the next review cycle, if a neutral fund's score improves to a desirable level, it won't be recommended for exit. However, if the score decreases, it will be flagged for exit again. This process continues until your portfolio achieves complete health over 4 to 5 review cycles.

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