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How To BullGlobe

Portfolio Reports Explained

Allocation Sections

Asset Summary

The Portfolio Asset Summary is a table that shows some basic key information about each asset in your portfolio. Assets The first column shows the name of every asset in your portfolio. If you look up these names online, you...

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Performance Sections

Performance & Risk Metrics

What does investment performance mean? In the investment world, performance is essentially translated to returns (gains or losses) on your investment and the progress of those returns over time. Beginning Balance The Beginning Balance is the money you started investing...

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Yearly Performance

Looking at the period-over-period performance of an investment can also be helpful to detect longer-term trends. It is calculated similarly to the cumulative performance; however, in this case, we do not use the initial value as the base for the returns, we...

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Historical Performance

Analyzing historical (past) data can help us get an idea of what to expect for the future. Looking at how an asset performed over a period of time tells us how it reacted to the economic conditions in that period,...

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Risk Sections

Value At Risk (VaR)

Value at Risk (VaR) Value at Risk (or VaR) is a measure that is used to statistically quantify the level of risk of a certain investment over a specific period of time. It essentially estimates the potential losses you may...

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Historical Drawdown

Drawdown Drawdown is a measure of downside risk. It is a simple metric that tells us (on a percentage basis) how much an investment declined from its peak (its highest value) to its trough (its lowest value). By analyzing an asset’s drawdown history...

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Volatility Histogram

Histogram of returns A histogram is a type of graph that plots the frequency distribution of your returns. In simpler words, it captures the frequency (number of times) in which certain returns happen and it separates them into different buckets...

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Performance & Risk Metrics

What does investment performance mean? In the investment world, performance is essentially translated to returns (gains or losses) on your investment and the progress of those returns over time. Beginning Balance The Beginning Balance is the money you started investing...

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Correlation Section

Correlation Matrix

Asset correlation Asset correlation is a measure of how investments move relative to one another. When assets move in the same direction at the same time, they are considered to be positively correlated. When one asset tends to move up...

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Optimization Section

Performance & Risk Metrics

What does investment performance mean? In the investment world, performance is essentially translated to returns (gains or losses) on your investment and the progress of those returns over time. Beginning Balance The Beginning Balance is the money you started investing with. In our portfolios, we set a hypothetical beginning balance of $10,000; however, you can … Performance & Risk Metrics...

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Yearly Performance

Looking at the period-over-period performance of an investment can also be helpful to detect longer-term trends. It is calculated similarly to the cumulative performance; however, in this case, we do not use the initial value as the base for the returns, we look at each period individually and compute the percentage change from the start to the … Yearly Performance Read More...

See More

Historical Performance

Analyzing historical (past) data can help us get an idea of what to expect for the future. Looking at how an asset performed over a period of time tells us how it reacted to the economic conditions in that period, which may help us forecast how it may perform in case those conditions are ever … Historical Performance Read More...

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Forecast Sections

Performance & Risk Metrics

What does investment performance mean? In the investment world, performance is essentially translated to returns (gains or losses) on your investment and the progress of those returns over time. Beginning Balance The Beginning Balance is the money you started investing with. In our portfolios, we set a hypothetical beginning balance of $10,000; however, you can … Performance & Risk Metrics...

See More

Yearly Performance

Looking at the period-over-period performance of an investment can also be helpful to detect longer-term trends. It is calculated similarly to the cumulative performance; however, in this case, we do not use the initial value as the base for the returns, we look at each period individually and compute the percentage change from the start to the … Yearly Performance Read More...

See More

Historical Performance

Analyzing historical (past) data can help us get an idea of what to expect for the future. Looking at how an asset performed over a period of time tells us how it reacted to the economic conditions in that period, which may help us forecast how it may perform in case those conditions are ever … Historical Performance Read More...

See More
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