Summary of PensionCraft Tools Feedback

https://vimeo.com/725323147Portfolio Construction won by a significant margin77% Portfolio Construction23% Planning Tool< 1% Do NothingAs a reminder my suggestions for tools wereWhat funds give me cheap exposure to…?Is my portfolio diversified?What funds work best in macro environment X?What return/drawdown/volatility should I expect?How often do I rebalance?Can I replicate this portfolio more cheaply?Dynamic Portfolios (e.g. momentum)Initially we’d […]

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