Monthly Investment Performance Report
Initial Capital: $804
Current Capital: $603
🔻 Overall Performance
- Total Loss: $201
- Total Loss Percentage: 25.0%
Formula used: (804−603)÷804×100=25.0%(804 – 603) ÷ 804 × 100 = 25.0\%(804−603)÷804×100=25.0%
👥 Trader & Portfolio Performance Breakdown
We have 5 allocations:
- 2 Forex Traders
- 2 Crypto Traders
- 1 Crypto Portfolio
Each is assigned a different performance, with 1 Forex trader making a profit, while the overall result remains a net loss of 25%.
| Allocation | Type | Performance (%) | Status |
|---|---|---|---|
| Forex Trader A | Forex | +6% | ✅ Profit |
| Forex Trader B | Forex | −14% | ❌ Loss |
| Crypto Trader A | Crypto | −22% | ❌ Loss |
| Crypto Trader B | Crypto | −30% | ❌ Loss |
| Crypto Portfolio | Crypto (Long-term) | −25% | ❌ Loss |
📌 Summary Analysis
- One Forex trader outperformed the market and generated a 6% profit, helping reduce overall downside risk.
- Crypto trading activities experienced higher volatility and contributed the largest losses this month.
- The Crypto portfolio aligned closely with the overall company loss, reflecting general market downturn.
- Risk exposure remains high in crypto; diversification and tighter risk controls are recommended.
