Two of the most important decisions an investor must make when constructing portfolios are the 1) allocation of the portfolio assets between stocks, bonds, cash and other investments and 2) the diversification of securities within those asset classes. These decisions will not only determine the risk character of the portfolio, they will also provide a major explanation for the portfolio’s return. All too often, individuals become over-weighted in a specific asset class, stock sector, or stock size and unknowingly add excessive risk to their portfolio. Investor’s who recognize the importance of allocation and diversification is able to identify rebalancing changes needed for a healthy and successful portfolio. BetterInvesting™ Portfolio Manager provides several tools that enable the investor to focusing on these important aspects of portfolio management, leading to better investment success.
The various links below illustrate some of the allocation and diversification tools in BetterInvesting™ Portfolio Manager that act to improve your decision-making process. Click on a thumbnail to learn more.
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Portfolio Allocation by Asset Class
To meet long-term investment goals, most investors will need to maintain a well-balanced portfolio of stocks, bonds, cash and other investments. The Portfolio Allocation by Asset Class Report identifies rebalancing needs for a portfolio based on user defined portfolio allocation targets and current portfolio allocation weightings. |
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A successful approach to investing in common stocks includes the ability for investors to set target allocations for their stock holdings based on sector and size, and then identify rebalancing needs for their portfolio. The Portfolio Allocation by Sector Report identifies the rebalancing needs for a portfolio based on user defined portfolio allocation targets and current portfolio allocation weightings for common stocks based on sector.
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A successful approach to investing in common stocks includes the ability for investors to set target allocations for their stock holdings based on sector and size, and then identify rebalancing needs for their portfolio. The Portfolio Allocation by Size Report identifies the rebalancing needs for a portfolio based on user defined portfolio allocation targets and current portfolio allocation weightings for common stocks based on size. |
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Fund Investment Objectives
The Fund Investment Objectives Report compiles important information regarding the various mutual and exchange traded funds held in a given portfolio, or combination of portfolios.
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Sample Reports
Portfolio Manager provides many informative reports and graphs to help you identify the allocation and diversification of your investments. Please Note: the link provided below will open a PDF file which requires that you have Adobe Acrobat Reader installed. If you do not have Acrobat Reader installed you can download it for free here.
After opening the file, use the Print option in Acrobat Reader to print the report. If you'd prefer to have a copy of the pdf file on your hard drive (rather than viewing it online) you can right click on the link below and choose "Save target as..." from the menu choices.
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BetterInvesting™ Portfolio Manager Allocation Reports (pdf)
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