How-To
How-To
Portfolio Risk Rating
Request
- Bob wants to know the risk rating of a portfolio allocated as per the table below for the terms of 10 and 20 years within the 5 risk group.
Name | Code | Allocation |
---|---|---|
BNP Paribas L1 Equity World Technology I Cap | FLL6 | 40 |
BlackRock Ascent Life Japanese Equity Pn S3 | W726 | 30 |
Investec UK Blue Chip R Acc GBP | I3YL | 30 |
{ "riskGroup":5, "terms": [10, 20], "allocations": [ { "code": "FLL6", "contributionPercentage": 40 }, { "code": "W726", "contributionPercentage": 30 }, { "code": "I3YL", "contributionPercentage": 30 } ] }
Result
- Bob's portfolio has a risk rating of 4.901781164396793 over 10 years and a risk rating of 4.855215789511084 over 20 years
{ "riskGroup": 5, "risks": [ { "term": 10, "riskRating": 4.901781164396793 }, { "term": 20, "riskRating": 4.855215789511084 } ] }