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Some other notes while looking at the contribution analysis report: Nick and Katie have divided their investments into three different portfolios based on their tax requirements. Note: All portfolios must be of the same tax residency to create a Consolidated View. For example, one other way Nick looks at his overall performance is by running the report on a Consolidated View, which allows him to look across multiple portfolios in a single view. There are multiple ways in which to look at the Contribution Analysis Report. In the screenshot below, you will see the contribution of each holding in their portfolio, sorted in descending order. To calculate the contribution of each holding, Nick and Katie select the "do not group" option in the report setting, to evaluate how each holding in their portfolio contributed to overall performance. How much did each holding contribute to overall return? Diving a bit deeper into the Equities part of their portfolio, they can look at which holdings in each of their Custom Groups contributed to their overall return – evaluated through the prism of capital gains, dividend and currency gains. Looking at the chart above, Equities contributed the most in terms of overall return during the calendar year, followed by Alternatives, Real estate and finally Cash and cash equivalents. Nick and Katie’s SMSF personal portfolio contribution analysis report graph #What is the purposes of contribution analysis plusWhich asset class contributed to overall return?Īt a high level, looking at the performance of their asset classes for the calendar year, it’s clear that Equities have performed the best in terms of income plus capital growth. With the Contribution Analysis Report, they are able to dive deeper into the performance of each of their holdings by various groupings to stay on top of their portfolio. Get deep portfolio insights with the Contribution Analysis Report They use these buckets to keep track of their asset allocation strategy. After they set up their Custom Groups, they allocated each of their holdings into one of the categories: With a target asset allocation in mind for both their personal investments and SMSFs (weighted towards equities) they both set up Custom Groups within Sharesight. While you can run the Contribution Analysis Report using any of the Sharesight groupings (sector/industry/country), investors like Nick and Katie use Sharesight’s Custom Group feature to view their performance across their asset allocation strategy. Evaluate portfolio performance based on asset allocation ![]() #What is the purposes of contribution analysis pdfThe ability to download the Contribution Analysis Report into an Excel spreadsheet, PDF or Google Sheet also makes it easy to share this report with a financial adviser to discuss your investment strategy. Customisable to your needs, it allows you to run the analysis over any date range, plus organise the results by market, currency, sector, industry, investment type, country, Sharesight portfolio or a custom grouping of your choice. The Contribution Analysis Report runs an analysis on all of the current holdings in your portfolio (with the option to also include sold positions), breaking down each holding’s total return by capital gains, dividends and currency gains. Therefore, to get the most out of the Contribution Analysis Report, Sharesight users are encouraged to add a benchmark to their portfolio and determine their asset allocation through the Diversity Report prior to running the report. This is important for investors because it helps explain how your returns are derived and where your portfolio tracks or diverges from the benchmark. ![]() What is the Contribution Analysis Report?īased on attribution analysis principles, Sharesight’s Contribution Analysis Report breaks down the total return of your portfolio by the components that are driving your returns, such as stock selection, asset allocation or exposure to certain countries, sectors, or industries. To learn more about the report’s features and how one couple uses this report to evaluate the success of their stock selection and asset allocation, keep reading. ![]() In this blog, we explore how Sharesight users Nick and Katie use the Contribution Analysis Report to get a deeper understanding of their portfolio’s performance. The Contribution Analysis Report described is available on the Sharesight Investor and Expert plans. This article tells the story of actual Sharesight users, but names have been changed to protect their privacy. ![]()
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