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Thread: Look at your total portfolio

  1. #1
    Junior Member
    Join Date
    Sep 2020

    Look at your total portfolio

    Look at your total portfolio
    To get an accurate picture of your investments, you need to look at all of your accounts combined, not just individual accounts. If you have a 401 (k) and Roth IRA, you want to know how they work together. What does your compact wallet look like? Obviously, you will skip this step if you only have one investment account.

    Use one of these three methods to create a collage of all of your investment accounts.
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    1. A spreadsheet
    On one sheet, enter each of your accounts, each investment in those accounts, and how much money you have in each investment. Note whether each investment is stocks, bonds, or cash. Calculate the percentage of your total holdings assigned to each category. This isn't the easiest or fastest method, but it can be fun if you are a personal finance expert who loves to do spreadsheets.
    Next, compare the allocation of your holdings in each category to target personalization. If any of your holdings are target money or balanced funds, which will include both stocks and bonds, consult the website of the company providing these funds (for example, Fidelity, Vanguard, Schwab) or a search site like Morningstar (which is what we used) To create a spreadsheet below) to see how to customize it.

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    2. Brokerage software
    Some brokerage firms allow their clients to view all of their investments in one place, not just the investments they hold with that brokerage. Examples include Merrill Edge's Asset Custom and Fidelity's Full View. You will need to provide your login information for each account whose details you want to view. If you use Fidelity's Full View, for example, and you have a 401 (k) freelance business with Fidelity and a Roth IRA with Vanguard, you will need to give Fidelity your Vanguard login details so you can see your two accounts' shared asset allocation.

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    3. Applications
    Apps like Personal Capital Investment Check, SigFig's Portfolio Tracker, FutureAdvisor, and Wealthica (for Canadian investors) can sync with your existing accounts to provide a complete and regularly updated picture of your investments. You can use these apps for free; Its providers hope it will subscribe to one of the company's paid services, such as portfolio management. Again, you will have to provide these sites with the login details for your brokerage accounts to see the bulk asset allocation.
    If you think finding a way to check your overall portfolio takes a lot of work or if you don't want to share login details across sites, here's another strategy: Try to keep the target asset allocation to each of your accounts. Make sure your 401 (k) is allocated 60% to stocks and 40% to bonds, and do the same with your IRA. Then re-balance each account as needed.
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