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Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...)

 
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Oliver
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Joined: 04 Dec 2002
Posts: 21

PostPosted: Tue Sep 16, 2003 7:30 pm    Post subject: Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...) Reply with quote

Hello,

I have been using Morningstar xray to look at my portfolio. You can currently try out Xray http://portfolio.morningstar.com/PortDay/PD_landingpage.html?referid=A2036 . I am able to get most of the info from using the Morningstar tools at TR Price for free. What tools have you found useful?

Oliver

PS I pulled the link from another board - I do not know who/what the referid is.
Quote:
Portfolio X-Ray® Overview Page and Holdings Analysis
Get an overall examination of your portfolio, including asset allocation, stock sector analysis, style box diversification, international exposure, and fees and expenses.

Stock Intersection
If mutual funds are part of your holdings, it can be hard to tell how much of a stock you really own. Stock Intersection identifies multiple occurrences of a stock, fund by fund.

Risk Analyzer (I don't believe this is available at TR Price - Oliver)
See how your portfolio might behave in a bear market and how each holding might contribute to a gain or loss. Also, see how changes to your portfolio might affect its overall risk.


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caseynshan
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Joined: 30 May 2003
Posts: 16
Location: Denver

PostPosted: Wed Sep 17, 2003 6:49 am    Post subject: Reply with quote

Thanks, I've been wanting to figure out what the PE of my portfolio was.


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caseynshan
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Joined: 30 May 2003
Posts: 16
Location: Denver

PostPosted: Thu Sep 18, 2003 5:11 am    Post subject: Reply with quote

Thanks, this was invaluable in realizing some of my funds that are listed as blends obviously have more Value than I realized and some of my funds that are listed as Small or Mid Cap are larger Cap than I thought.

I plan on selling a little of my Large Cap Value (Vanguard Windsor) and moving into my small Cap Blend/Value (Fidelity Low Price)

Style Box Diversification


Portfolio Composition by Percent


29 14 16 - Large

12 10 6 - Medium

5 5 3 - Small

Val - Ble - Gro


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