A relative of ours is thinking about moving everything from his bank to Vanguard. If he wants to set up a simple three fund portfolio, will Vanguard's Portfolio Checkup tool show him the aggregate percentage each fund makes up (across all accounts) of the total portfolio?
All he's concerned about is monitoring for rebalancing purposes how much (as a percentage of the total portfolio) is in the Total Stock Market ETF (VTI), Total International (VXUS) and Total Bond (BND) at any given time. He can then figure out how to rebalance between accounts.
All he's concerned about is monitoring for rebalancing purposes how much (as a percentage of the total portfolio) is in the Total Stock Market ETF (VTI), Total International (VXUS) and Total Bond (BND) at any given time. He can then figure out how to rebalance between accounts.
Statistics: Posted by BetaTracker — Sun Apr 21, 2024 1:55 am — Replies 17 — Views 2182