Portfolio health checks

It’s important to monitor the performance of your portfolio, so that you can get a clear picture of how your investments are tracking and whether you need to take any action.

 

Share Quality Health Check

As a CommSec customer you can run a share health check to get a quick snapshot of how your shares are rated by a panel of Morningstar industry experts.

You will also receive information on whether other investors are buying or selling shares that you hold in your portfolio.

The Health Check can help you make decisions about your investments and whether you need to consider any alternative investments or strategies.

 

Share Sector Diversification Health Check

Diversification can help manage investment risk. This strategy requires you to invest across different investments, industry sectors and asset classes to help minimise volatility in your portfolio and maximise opportunity for good returns.

The Sector Diversification Health Check provides you with a quick snapshot of how diversified your share investments are across industry sectors.

The Health Check will help you determine whether you are overly exposed to particular sectors and lets you benchmark yourself against your peers and the ASX 200.

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Any securities or prices used in the examples given are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold. Past performance is not indicative of future performance. This information is not advice and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to the individual's objectives, financial or taxation situation and needs, and, if necessary, seek appropriate professional advice. Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 and a Participant of the ASX Group and Chi-X Australia.

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© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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