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Personal Capital & asset allocation fine tuning

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  • Avatar GPGP 
    Participant
    Status: Physician
    Posts: 186
    Joined: 05/02/2017
    Earnest refinancing bonus

    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.

     

    #220598 Reply
    Avatar Peds 
    Moderator
    Status: Physician
    Posts: 4434
    Joined: 01/08/2016

    Do you mean what is the style breakdown of VTSAX? You can find that on M*.

    #220638 Reply
    Avatar GPGP 
    Participant
    Status: Physician
    Posts: 186
    Joined: 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!

    #220840 Reply
    Lordosis Lordosis 
    Participant
    Status: Physician
    Posts: 1846
    Joined: 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.”

    #220849 Reply
    Liked by Zaphod
    Avatar Peds 
    Moderator
    Status: Physician
    Posts: 4434
    Joined: 01/08/2016
    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.

    #220956 Reply
    Avatar Peds 
    Moderator
    Status: Physician
    Posts: 4434
    Joined: 01/08/2016

    Or I can just spreadsheet it like the hard core guys!

    Click to expand…

    excel for overall AA. M* xray whenever i care about style boxes.

    #220965 Reply
    Liked by Lordosis

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