Hi Tim - Morningstar has a portfolio tracking feature that you can use for free. I've used it for many years. It now called Legacy Portfolio Manager. Open a free account on Morningstar.com to access it. You can then evaluate any fund or EFT that Morningstar tracks, which is awesome. But what is really awesome are the filters that you can set up to screen funds. I don't do ETFs, but you can screen them if you prefer. You set those up under My Views. For example, I screen for 1, 3, 5, and 10 yr return and benchmark ranking, risk, standard deviation, bear market rank, expense ratios, and a bunch of other stuff. Also, Dodge and Cox is one of the best to invest with in my opinion.
Man, keep writing Robert. Great stuff! Morningstar is the bomb for investing in mutual funds for me. It's way better than it was 25 years ago when I first started paying attention to it. I've learned tons from Russ Kinnel, Christine Benz, John Renkenthaler, and Amy Arnott. I tried doing stocks through the Shadow Portfolio with AAII, and am a life-time member, but they never panned out, probably because my patience was lacking to make it work. I'll post to another's comment about using Morningstar to track your funds, which you can do for free.
Comments
Hi Tim - Morningstar has a portfolio tracking feature that you can use for free. I've used it for many years. It now called Legacy Portfolio Manager. Open a free account on Morningstar.com to access it. You can then evaluate any fund or EFT that Morningstar tracks, which is awesome. But what is really awesome are the filters that you can set up to screen funds. I don't do ETFs, but you can screen them if you prefer. You set those up under My Views. For example, I screen for 1, 3, 5, and 10 yr return and benchmark ranking, risk, standard deviation, bear market rank, expense ratios, and a bunch of other stuff. Also, Dodge and Cox is one of the best to invest with in my opinion.
Post: For the Fun of It
Link to comment from February 27, 2024
Man, keep writing Robert. Great stuff! Morningstar is the bomb for investing in mutual funds for me. It's way better than it was 25 years ago when I first started paying attention to it. I've learned tons from Russ Kinnel, Christine Benz, John Renkenthaler, and Amy Arnott. I tried doing stocks through the Shadow Portfolio with AAII, and am a life-time member, but they never panned out, probably because my patience was lacking to make it work. I'll post to another's comment about using Morningstar to track your funds, which you can do for free.
Post: For the Fun of It
Link to comment from February 27, 2024