Morningstar Instant X-Ray

[sweeps]

Anyone use this tool? It's been a while since I've used it (Didn't realize it was still free). It breaks down your portfolio in a number of ways and compares it to the S&P 500. Can be pretty eye-opening.

LINK

[Russell]

What numbers are of main interest to us ? I just did my IRA portfolio:

[sweeps]

Russell, you have 60% of your portfolio in real estate??

[Russell]

Yeah I know it looks scary but this is just my IRA stuff. I have a lot more money in my 401K so overall my portfolio is diversified. I've been meaning to get rid of half of the realestate stocks for FSMKX - I can only buy Fidelity funds since that's where my rollover IRA is. Unfortunatley the realestate fund is not doing that great so I've been waiting for it to go up a little so I don't lose money.

[sweeps]

Ok, I got ya. I was surprised at how much I have invested in U.S. and Canada, even though I've made a conscious effort to invest overseas. I'm going to tweak my portfolio to hedge some more against a drop in the U.S. dollar.

[Saluki96]

Sweeps, thanks for that link. Pretty nice break down.