Accumulator’s use Track My Portfolios to help manage an array of portfolios.

Ryan and Gael are in their early thirties, married couple with children. They have IRA’s and 401k's for their retirement, UGMA's for their children’s education along with an investment fund for a second home. They are saving for retirement, college and a second home and their priorities are in the same order.

Their investment portfolios needed attention, but time was sparse, making them defacto buy-and-hold investors – they wanted to do more, but lacked the time and means to do anything about it. They rebalanced when changing funds, which was not often. They dabbled with individual securities in their investment account, but the markets have taught them to stick with funds. In fact, all holdings are now mutual funds. Their retirement portfolios have similar asset allocations while their college and second home portfolios are different.

Managing their investments is complicated and time consuming, their busy schedule prevents them from devoting time to tracking and rebalancing with any regularity. Their goal was to consolidate their portfolio information and have a mechanism in place to alert them when it is time to rebalance.

By subscribing to TMP, Ryan and Gael were able to consolidate their portfolio information, providing them with an effortless perspective into their portfolios all in one place. The alert mechanism helps maintain investing discipline and eliminates the need to make frequent decisions. Portfolio management became that much better.

Track My Portfolios helps Ryan and Gael by easing portfolio management anxiety, identifying when to rebalance and building confidence by employing a winning strategy.