I’ve been rebalancing into a small value tilt recently, and my current approach (spreadsheet with cap and domestic/international factors) isn’t working well. I’ve imported my accounts into Fidelity to use their analysis tools, which helps, but I’m having trouble quantifying everything.
Basically, what I’m looking for is a way to measure a simple value tilt. Basically, I want a 70/30 US/international split, where each one is 90% total market and 10% small value tilt. However, that’s quite complicated due to fund selection in my various accounts.
What tools do you use to visualize your investments? Does it support quantifying a tilt?
I’ve been rebalancing into a small value tilt recently, and my current approach (spreadsheet with cap and domestic/international factors) isn’t working well. I’ve imported my accounts into Fidelity to use their analysis tools, which helps, but I’m having trouble quantifying everything.
Basically, what I’m looking for is a way to measure a simple value tilt. Basically, I want a 70/30 US/international split, where each one is 90% total market and 10% small value tilt. However, that’s quite complicated due to fund selection in my various accounts.
What tools do you use to visualize your investments? Does it support quantifying a tilt?