FreeAsTheBreeze
Dryer sheet wannabe
- Joined
- May 13, 2010
- Messages
- 15
Anybody use this? Does it do a good job critiquing portfolios? Thanks.
I use it to help me track my exposure to different sectors and industries. As for critiquing - I'm not sure how it does that. You see the countries, sectors, industries, valuations, types of holdings, etc. It just collects the information about your portfolio and spits it back to you. You have to apply your own standards and critique what you've got based on that.Anybody use this? Does it do a good job critiquing portfolios? Thanks.
I use it to help me track my exposure to different sectors and industries. As for critiquing - I'm not sure how it does that. You see the countries, sectors, industries, valuations, types of holdings, etc. It just collects the information about your portfolio and spits it back to you. You have to apply your own standards and critique what you've got based on that.
Thanks for the info, Leonidas. I guess this is not going to help me, I was looking for an overview of my portfolio with suggestions on how to improve it.
You could post it here, you'll get suggestions. You can use percentages instead of dollar values if you prefer. The suggestions will be more useful if you provide info on what the portfolio is intended to do, what your time horizon is, any insights into your tolerance for risk, and maybe why you picked the things you picked.
We have a sizable portfolio (relatively speaking! ha) that we have accumulated through saving and living below our means. I would love to have some of the knowledgeable folks here take a look and give us some advice on how to improve it. Should I start a new thread with a title like, "Help fix this haphazard portfolio!" or just post in on this thread?
Thanks for the info, Leonidas. I guess this is not going to help me, I was looking for an overview of my portfolio with suggestions on how to improve it.