![]() ![]() This is typically one to five letters long, and you can search that symbol online to learn more about the investment via a reputable source.Īs you move to the right you will see how many units/shares you own, the price per unit/share on that day and the cost. Per the sample below, within these tables on the left-hand-side you can see the name of each investment followed by its “symbol” or “ticker” in parentheses. Our investment team has a robust process to determine the exact mix for each portfolio. First, we display your portfolio allocation by market/sector categories. Browse your allocation breakdown and investment holdings.Īs you flip through the next couple of pages you will see details of your portfolio account. These subcategory returns do not have fees removed.ģ. Towards the bottom of this page we break out the performance of the three categories of equities, bonds and cash. ![]() The consolidated performance number (in the gray shade at the top) is reported net of fees. On this page you will see the total value of your accounts and how they performed over various time periods. At the bottom of this sample is the Estimated Annual Income, which is an estimate of your annual income (interest and dividends). Thus, the numbers will be identical in the first quarter’s report, but in the Q2, Q3 and Q4 reports it will highlight both views, which can help identify high-level performance trends in your portfolio. The “Activity Summary” section on the first page of your report displays the most recent period’s performance and compares it to that of the full year. This was determined in your financial planning process and can always be revisited if you have a change in your financial circumstances. The “Allocation by Asset Class” circle graph gives you a breakdown of your asset allocation, reflecting how much equity compared to bonds/fixed income you have in the account. Do a birds-eye-view assessment of your portfolio’s total market value and compare current quarter versus year-to-date. Below we suggest four things to do when you view these reports: 1. We believe these reports are a value-add and an important part of your overall client experience, thus want to make sure you a) know they exist and b) understand what the reports say and how to interpret them. You receive quarterly portfolio reviews from us if we manage any assets on your behalf. How to read your Parsec financial quarterly reports ![]()
0 Comments
Leave a Reply. |