| Stock Classifications: Getting Information On My Portfolio |
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gkapur
New Member
Cash: $ 1.10
Posts: 5
Joined: 26 Mar 2006
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| Stock Classifications: Getting Information On My Portfolio |
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I have seen a few portfolios list stocks in a manner such as this one:
quote:
By Objective:
Cash 4%
Blue Chip 27%
Growth 39%
Income 30%
By Market Cap:
Small 15%
Mid 17%
Large 68%
By Region:
Domestic 83%
Foreign 17%
By Sector:
Cash 4%
Intl'l ETF 11%
Basic Materials 8%
Cap Goods 9%
Conglomerate 5%
Consumer 8%
Energy 11%
Financial 14%
Healthcare 2%
REIT 8%
Services 5%
Technology 4%
Utilities 8%
Is there some way for me to get this automated, as well? I know marketocracy does this for you, but is it automated some how by Charles Schwab or can I get this done automatically some other way?
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Sun Mar 26, 2006 2:28 am |
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efflandt
Senior Member
Cash: $ 80.45
Posts: 401
Joined: 25 Apr 2005
Location: Elgin, IL USA
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Does Schwab have some sort of portfolio analysis. Fidelity sort of does, but not entirely accurate. It breaks down general investment or fund type: domestic stocks, foreign stocks (some incorrectly counted as domestic), bonds, short-term (money market), unknown, and other. Then they break down what the assume are "domestic" stocks only (but include some foreign stocks due to that inaccuracy) into Morningstar like small/mid/large market cap and value/blend/growth, and separately by sector.
For example their analysis shows 40% foreign stocks in my IRA's and actually I have 57% (maybe they think Canada is domestic). But that is less than 10% of my overall retirement funds, and I know what I have.
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Tue Mar 28, 2006 5:36 am |
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