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Did my own X-Ray
Old 07-31-2014, 11:28 AM   #1
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Did my own X-Ray

I found the Morningstar X-Ray tool frustrating so I took their data for each of my holdings and entered it in a spreadsheet. That enabled me to see just where assets were buried and enabled me to easily do what-ifs.

As I mentioned in another thread I sold OAKWX a couple days ago. I kept OAKIX and expected that would now be my entire x-US holding. Not true, it turned out as VWNAX holdings are 11%+ foreign stocks. No need to buy IDOG or the like to juice up foreign stocks. I discovered my portfolio is heavy with 'giants' (which probably is typical of a retiree portfolio) really light in mid-caps. Considering taking the cash from OAKWX and investing it in VO.

It is so tempting to go back to the well to Navios (NMM) but at my age I think cyclicals should be avoided.

I really recommend a do-it yourself x-ray.
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Old 07-31-2014, 02:28 PM   #2
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I have created my own portfolio x-ray spreadsheet too. I use it to determine when to rebalance.
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Old 07-31-2014, 05:23 PM   #3
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How do you plan to keep it up as the holdings change over time?
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Old 07-31-2014, 05:50 PM   #4
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For me the key is to keep the number of ETFs/funds under 10. Take a look once every 6 months to see if it has gotten too far out of balance.
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Old 07-31-2014, 06:03 PM   #5
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Google "sengsationa1 instant xray" for a trick I published (youtube video).

I also have keyed the allocations of each position so I can easily get AA. In my case it is a screen scraper app I wrote for myself, but the idea is the same as a spreadsheet: keep the allocations by asset class handy for recalulating AA.
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Old 07-31-2014, 06:19 PM   #6
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Very clever! Thanks for sharing.
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