expertGTC3 has the ability to show the sub-optimal effect of an inefficient portfolio. And close that gap using its Developmental Optimization & Rebalancing Algorithm (D.O.R.A.)
Eye on the Gap:
The opportunity gap that exists between a portfolio that is optimized and one that is inefficient can be significant in certain cases. It is the gap between long term historical average returns. While it should never be construed as a forecast and assumes normality, it serves as an excellent tool to educate on the potential of an optimized portfolio.
Does your portfolio have an oppotunity cost?
expertGTC3 uses a daily moving mean return from inception as a benchmark for all its efficiency calculations. After creating a portfolio that you currently have, expertGTC3’s Gap function can be used to show where exactly the portfolio stands within the risk-return spectrum.
While the Gap function shows “where we are”, expertGTC3's Meter function points to “where we want to be” before expertGTC3's D.O.R.A. executes to close the gap.