Putting the pieces together!
Click the
appropriate link below (blue) for a
top-down view of your consolidated portfolio.
1) The
investment Profile
highlights strategy, time horizon and risk tolerance.
2) The
investment
Allocation page
depicts your current asset mix listed from low to high risk,
the target mix and variance from actual.
3) The
Sector page aggregates your securities into ten
economic sectors, compares the actual portfolio to the market
benchmark and displays the results by portfolio weighting.
4) The
Consolidated Position
Report
tab includes all positions consolidated across all accounts and sorted by
their current market value with links to sector data and account level
detail.
