Portfolio Evaluation

At Schwab, portfolio evaluation goes beyond tracking how your investments are doing. It also helps you identify where adjustments might need to be made so you can stay on track to meet your investing goals. Here are two ways to help you evaluate your portfolio’s performance.

Check to make sure your portfolio is still diversified and aligned to your goals and risk tolerance.

Use your Schwab Portfolio Checkup™ to:

  • Check your sector and fixed income diversification and equity concentration.
  • Check the ratings of your stocks and mutual funds.
  • Create a PDF report on-demand, when it is convenient for you.

Historical sample reports are provided for illustrative purposes only. The securities and the investment products shown in the sample reports are not intended to represent a specific recommendation, nor should they be viewed as investment advice. Before investing in any product, you should consider consulting your financial and tax advisors to help structure a plan best suited to your individual situation.

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