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If you're evaluating your portfolio, make sure you're using a benchmark that reflects what you're actually trying to see.
Learn how to analyze and compare portfolios effectively, balance risks, and optimize investments for smarter financial decisions.
How advisors choose investment portfolios is varied, and investors are wise to check with theirs to find out how they make investment choices.
Give your portfolio a checkup by following this guide on how to evaluate your investments and performance. Here are 4 ways to help you meet your goals.
This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns.
Portfolio and Holdings List gives you quick overviews and comparisons to analyze multiple investments with ease. Dive deep into your portfolios with Key Metrics to monitor dividend payments,...
This tool lets you backtest returns, evaluate drawdowns, and benchmark results against major indices. Whether you're building a new portfolio or reviewing an existing one, you'll get a clear view of what's working and what's not.
In that spirit, let's talk about some of the investment portfolios you can use (or modify for your own needs). These portfolios will often use Vanguard funds as my usual default, but similar low-cost portfolios can generally be made using Fidelity, Schwab, or iShares index mutual funds or ETFs.
Finding what works for you can result in less stress and potentially greater rewards. Check out the FAQs below to learn more about portfolio management, including how it works and how it can help you.
Fidelity portfolio analysis provides expanded information about your portfolio.