Portfolio 360º is different from the conventional advisory services. It assesses your multi-asset portfolio and provides allocation advice, backed by quantitative analysis. Through a better understanding of your portfolio, we provide you with constructive advice on how your long term wealth planning objectives can be met through a holistic investment approach.
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Portfolio 360º - a powerful new Wealth Counseling Tool that evaluates your total assets with 5 analyses.
Risk & Rewards Analysis
Displays your current portfolio’s risk and return profile, allowing you to construct a portfolio that best meets your return expectations while remaining within your risk tolerance level.
Simulates the worst-case scenarios for different investments, clearly demonstrating the likely outcomes and financial consequences.
Business Sensitivity Analysis
Illustrates the relationship between various investments and assets to help you better understand the importance of diversification.
Cash Flow Analysis
Projects the expected cash inflows from your current bond holdings over the next twelve months to help you strategically plan your next move.
Illustrates the additional purchasing power you can enjoy through leveraged lending facilities and the resulting investment potential.
Director of a real estate developing company
Mr. Lee is given a certain amount of company shares as an annual year-end performance bonus. As an experienced investor over the past few decades, he used to diversify his investment portfolio by buying funds managed by different fund houses.
Ms Cheung wants to construct a portfolio that can provide her with a regular income after retirement, and also provide enough cash to help her son to start his own business. Her current portfolio consists of a few Hong Kong blue-chip stocks and Asia Pacific equities mutual funds.
Important Disclaimer:Important Disclaimer:
Portfolio 360º is not a program or offering, but is a tool to recommend diversification that is meant for reference purposes only. Portfolio 360º are: (i) not binding on part of the customers; (ii) not monitored by Citibank with respect to customers’ individual investment holdings; and (iii) not personalized to the specific needs of any individual customer. It is important to note that while recommendations based on Portfolio 360º represent our best thinking in terms of asset allocation and diversification, they serve only as a guideline for investors based on certain risk profiles. Market movements, changing market views, time horizons and liquidity constraints (among others) may result in your portfolio’s asset allocation deviating from the model allocation.
This website is for information only and does not constitute any offer or solicitation to buy or sell. Investors should refer to the relevant offering documents for detailed information prior to subscription. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors investing in investments denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investment prices may go down as well as up. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local governmental or insurance agency. Investment Services are not eligible for U.S. persons and might only be applicable to limited jurisdiction.