How do you determine if your portfolio is good?

Most fund managers rely on simple risk and return statistics to assess whether they've built a good portfolio. While these metrics are widely understood and easy to calculate, they provide little actionable detail on what internal drivers make a portfolio good or how to contextualize the performance beyond potentially misleading category comparisons.

In the second session in this series, Sherpa Funds Technology's portfolio construction experts will show:

- Why thinking about individual portfolio holdings in terms of risk, expected return and ability to diversify the portfolio provides clarity into asset-specific selection and sizing decisions.- How visualizing your portfolio using these drivers helps quickly identify areas for potential improvement.

Full video of this session is available on the Sherpa Funds Tech YouTube channel at the link: https://youtu.be/aikBbE8S5mw