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 is also good for keeping track of your list of holdings easily (if you don’t do portfolio recording on stocks cafe, yahoo finance etc) as you could input the prices you bought the shares at. With the information, it will give you a breakdown of your portfolio – something like what is shown in the picture 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 time to consider doing some portfolio re-balancing or diversification. How your should diversify and what percentage of your assets to allocate would depend …