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Assess portfolio diversification by market cap and PE

  1. 10-04-2021, 02:11 PM #1
    tinmanef
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    Question Assess portfolio diversification by market cap and PE

    I have categorized each of a hundred odd stocks in my account in two columns, by size (small/med/large) and by PE (low/med/hi). The intent is to see where I'm over or underinvested, e.g. small cap/medium PE. How can I put the total value of my shares in each category into a 3 x 3 grid of my two categories?
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  2. 10-04-2021, 04:55 PM #2
    TMS
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    Re: Assess portfolio diversification by market cap and PE

    Please see the yellow banner at the top of the page.
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