WebAug 20, 2009 · Despite having my Series 6 and 63, I am not an investment expert, by any means, nor do I pretend to be. Luckily, there are free tools out there for people like me to allow me (and maybe you lol) to analyze your portfolio and investments.I personally use Morningstar’s free X-ray tool. Here’s background on Morningstar and why I use the tool. WebFeb 24, 2024 · Morningstar stands out for their premium subscription (for $199/yr) that includes an "X-Ray" feature. Start 7-Day Free Trial of Morningstar Investor Click Here to Start Free Trial Simply put, it looks through all of the stocks, funds, and ETFs in your portfolio to identify its true exposures.
How to Benchmark Your Portfolio Morningstar
WebAug 25, 2024 · Much like Morningstar, Motley Fool isn’t free and clocks in at an annual $199 for the flagship, baseline Stock Advisor service with additional add-ons available for more money. Luckily, though, we also offer a steep discount for new users. Motley Fool’s marketing campaigns are aggressive even after subscribing to their baseline service. WebAbout Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright ... hope thrift shop richmond va
X-Ray your holdings : r/ETFs - Reddit
WebX-Ray uses Morningstar’s premier global investment database to drill down into your funds’ underlying holdings and identify any stock overlap. View Sample Report. WebSep 2, 2024 · This section can be accessed from Mutual Funds tab > Instant X-Ray. Alternatively, you can also access it from Tools > Mutual Funds > Instant X-Ray. Type the allocation either in percentage or the amount you have invested in each scheme and click Show X-Ray tab. Click on the pdf icon on the right-hand side corner at the top to download … Web1 day ago · About Price to Free Cash Flow. The Price to Free Cash Flow ratio or P/FCF is price divided by its cash flow per share. It's another great way to determine whether a company is undervalued or ... hope three 16