Lets say my strategy from now is: 15% on an ex-US mid cap, 15% US Largecap, 15% ACWI growth, 15% Emerging market growth, 40% in short treasury fixed income. If I already have some ETFs already, can this be used to bucket and calculate what is the current state of the ETFs I hold against the strategy?
Can it do that for Mutual funds in like retirement accounts?
Context: I want to implement my own portfolio using some weights on a basket of ETFs. The ETFs are selected by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc) based on expected returns.
Can it do that for Mutual funds in like retirement accounts?
Context: I want to implement my own portfolio using some weights on a basket of ETFs. The ETFs are selected by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc) based on expected returns.