GPGPParticipantStatus: PhysicianPosts: 186Joined: 05/02/2017
So I have a complex portfolio that I’m slowly simplifying. I feel like I’m missing something at Personal Capital. I can easily see the overall asset allocation, and even the breakdown between corporate/govt, developed/emerging for intl, the 9 boxes (value, mid, growth // large/mid/small).
However, I can’t tell what my desired portfolio would look like, or if I took my basket of US stocks how that compares to total stock. I feel like I have to be missing something basic.
Should I just plug my desired allocation per IPS into a dummy account and compare?
Thanks.June 9, 2019 at 8:09 pm MST #220598
Do you mean what is the style breakdown of VTSAX? You can find that on M*.June 10, 2019 at 4:31 am MST #220638GPGPParticipantStatus: PhysicianPosts: 186Joined: 05/02/2017
Right, VTSAX is on M* Personal capital shows the 9 style boxes as a percent of total portfolio.
So, look at personal capital’s 9 style box percentages and divide by % of portfolio in US stock – and now I’m apples to apples.
I knew I was missing something basic.
D’oh!June 10, 2019 at 4:52 pm MST #220840LordosisParticipantStatus: PhysicianPosts: 1846Joined: 02/11/2019
Yeah I do not like the way PC showed the portfolio. They also have been taking forever to help me re link up my bank. So I think I might ditch them.
Vanguard has a function where you can enter outside funds and get a good look at your portfolio. I might do that.
Or I can just spreadsheet it like the hard core guys!
“Never let your sense of morals prevent you from doing what is right.”Personal capital shows the 9 style boxes as a percent of total portfolio.Click to expand…
i have never used PC but that sounds……not helpful.June 11, 2019 at 7:09 am MST #220956