Every beginning of the month I will log on to my CDP account online to download the E-statement and that's more environmentally-friendly than before, when CDP used to send paper statements. The online portal also allows you to keep track of your security holdings easily (if you don't already have a portfolio list on stocks cafe, yahoo finance, excel sheet etc) through 'My Portfolio' page. By inputting the prices at which you bought the shares, you could see the profit/loss in the right-most column. With the information, it will also give you a breakdown of your portfolio, something like what is shown in the screenshot below.

I find this particularly useful for a quick overview of how well-balanced and diversified is my securities portfolio. If you find your 'By Products' pie chart is monotonous or highly skewed to one colour, you may be running a concentration risk and it could be

...