Current Portfolio (Not efficient) | Real estate | Fixed income assets | Equities | |
Portfolio composition |
| 18.4% | 67.9% | 13.7% |
Portfolio returns | 9.37% |
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Portfolio risk | 1.29% |
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Efficient Portfolio 1 (return maximized, risk kept constant) |
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Portfolio composition |
| 20.0% | 71.0% | 9.0% |
Portfolio returns | 9.43% |
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Portfolio risk | 1.29% |
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Efficient Portfolio 2 (risk minimized, return kept constant) |
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Portfolio composition |
| 21.0% | 70.0% | 9.0% |
Portfolio returns | 9.37% |
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Portfolio risk | 1.27% |
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