Do you ever wonder which stocks/bonds you indirectly hold by investing in any Mutual Fund? Which countries do your investments currently have exposure to? Or is investing in multiple funds even helping you diversify your portfolio?
We’re sure this thought would have crossed your mind a zillion times but lack of time/resources would have stopped you from doing this research. Or even if you haven’t thought about it, you would definitely like to have an in-depth analysis of your portfolio.
We’ve partnered with Morningstar, an industry expert in Mutual Fund research and analysis, to bring to you a detailed and customised analysis of your portfolio for FREE!
Quick snapshot of what to expect in your portfolio analysis report:
- Asset Allocation
- Country Exposure
- Portfolio Holdings
- Holding Overlap
- Performance Analysis
…and much more!
How to find your report?
On Friday, 4th June, we sent this portfolio analysis in a PDF over email. And that’s just the start; we plan to send this report every month.
We’d love to know what you think about it. Drop your thoughts in the comments.
Who all can get the report?
It is sent monthly to everyone who has mutual fund investments on NiyoX.
Pro tip- if you have Mutual Fund investments outside Niyo, you can import them here to get this portfolio analysis for free over your entire portfolio! You can refer to this detailed guide on how to import your external investments on NiyoX.
Invested but still not received the email?
If you have investments on NiyoX and still can’t find it in your inbox, please check your spam/updates folder. Alternatively search for this subject in your mailbox that is linked with NiyoX: “Just in: Your free Morningstar portfolio analysis for June!”.
Until next time. Happy investing!