Hi,
So I have an investment account where I have both mutual fund/ETFs and individual stock.
Is there a tool out there where I can put all my funds/etfs and individual stocks to get a better understanding of my true exposure to a company?
So for a simple example. Lets say I invest in a S&P 500 mutual fund/ ETF. But I also buy individual Apple stock (lets say individual Apple Stock is 2% of portfolio).
Is there a tool out there that can tell me if I put 1000 dollars in S&P 500 mutual fund/ETF and the individual share of Apple that is 2% of portfolio, my actual exposure is 5% to Apple or something?
Thanks!
Leave a Reply