Q. How can I do a periodic evaluation of my portfolio to make sure it still fits the optimal target as expected?
A. You can use the free tool from Morningstar to do such a portfolio review easily:
First, go to the Morningstar Instant X-ray tool.
Second, enter your mutual funds' tickers and stock symbols, as well as dollar values.
Third, click the button "Show Instant X-Ray".
Now, you will be presented with a very detailed portfolio breakdown, by stocks, bonds, and cash. It will show you the portfolio allocation among stocks, bonds, and cash, the number of stocks by name and weight (including the stocks held by funds), your allocation by sector, and a lot more details.
The tool also compares your annual fees to a similarly weighted model portfolio, if you pay more, look for comparable low cost index funds or ETFs.
Give this Instant X-ray a try today, it's FREE!
A. You can use the free tool from Morningstar to do such a portfolio review easily:
First, go to the Morningstar Instant X-ray tool.
Second, enter your mutual funds' tickers and stock symbols, as well as dollar values.
Third, click the button "Show Instant X-Ray".
Now, you will be presented with a very detailed portfolio breakdown, by stocks, bonds, and cash. It will show you the portfolio allocation among stocks, bonds, and cash, the number of stocks by name and weight (including the stocks held by funds), your allocation by sector, and a lot more details.
The tool also compares your annual fees to a similarly weighted model portfolio, if you pay more, look for comparable low cost index funds or ETFs.
Give this Instant X-ray a try today, it's FREE!
RSS Feed
