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Canterbury Investment Management is an investment advisory firm specializing in providing financial advisers, institutional investors, and retirement professionals with systematic, evidence- and rules-based ETF management solutions. Our mission is to provide a strategy that produces the stability needed to achieve long-term risk-adjusted growth through compounded returns.
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Portfolio Thermostat
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Portfolio
Institute
Analytics
Portfolio Efficiency
(As of 3/28/2019)
Efficiency Score:
97
Risk Level:
Low
Legend
Video
Historical Efficiency
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Portfolio Metrics--
View, Download slides,or Play video explanation
Portfolio State
Bullish
CVI
50
Benefit of Diversification
40%
Drawdown
Safe Range
×
×
Click to View Moderately Conservative Portfolio Efficiency
×
×
Click to View Portfolio Thermostat Efficiency
×
×
×
×
Confidence Bands
×
Drawdown Explanation
Time spent in Drawdowns
×
Confidence Bands