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How to Analyze Your Investment Portfolio
Written by The Inspired Investor Team | Published on September 29, 2021
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You'll often hear that diversification is one of the keys to long-term investing success. But how do you easily get an overall picture of your asset mix so you can assess risk and focus on what's right for you? Let the Portfolio Analyzer do the work!
What is the Portfolio Analyzer?
The Portfolio Analyzer allows you to see your overall mix of Canadian, U.S. and international stocks, fixed income securities and cash so that you can assess your level of diversification. You can choose to analyze a single account or a group of accounts to give you a big-picture view. Practice accounts can also be analyzed.
The tool allows you to see your asset mix at a glance and monitor for risks. (For example, how are you allocated across asset classes, regions and sectors?) You can also drill down to see factors like individual weights and holdings concentration. In addition, the comparison feature lets you compare your portfolio's asset mix and risk/return to six investor profiles created by RBC Global Asset Management (GAM), and to indices such as the S&P/TSX Composite, Dow Jones Industrial Average or S&P 500.
Where is it?
From your online account, go to the My Portfolio menu and select Portfolio Analyzer from under My Portfolio Holdings.
How to group accounts
To get the most out of the tool, it can help to combine, or group, your accounts into a portfolio view. To set up a group, go to My Portfolio in your online account and select Create and Manage Account Groups. Once in the Portfolio Analyzer tool, select the Account Groups button to view your asset mix. Drill down to see your exposure by country, industry sectors or individual securities.
Think of the Portfolio Analyzer as a tool that's useful for periodic check-ins with your portfolio to analyze your asset mix and monitor risks. It can help you make informed decisions and stay focused on your long-term objectives with a portfolio that's the right fit for you.
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