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How do I organize my various portfolios?

How can I view actual investment portfolios held by other people?

  • It would be nice to see actual complete portfolios held by other people in order to learn by example. Specifically, I would like to see the exact assets that make up different non-retirement portfolios, such as different high-growth or income oriented portfolios.

  • Answer:

    Form 13F-HR is your best place to start. This is the quarterly filing made by many /. It lists positions as-of quarter end. With investors that invest for the longer-term, this can be a terrific way to get started. This is explained here: http://moneywatch.bnet.com/money-library/sec-filings/tutorial/13f-hr/ A listing of the most recent filings can be found here: http://sec.gov/cgi-bin/browse-edgar?company=&CIK=&type=13F-HR&owner=include&count=40&action=getcurrent and it probably makes sense to filter by manager name. As has been mentioned by others, it makes sense to look at the quarter-over-quarter changes to these filings by a particular manager to get a sense of how they are repositioning themselves. Those that turn over the entire portfolio every quarter are probably bad to try and mimic because they are trading far more actively than they are showing you in the quarterly filings. Finally, check out http://alphaclone.com for a curated experience with the ability to easily view changes in holdings. The operators of this site have systematically pulled these forms and offer tools to replicate the holdings of select managers. Viewing the historical ownership data will cost you $15/month, but the analysis tools offered by alphaclone may be well worth it if you plan on doing extensive research in this area.

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You can't, unless someone permits you to of their own free will.

Erik Fair

Getting a job as an IRS auditor would likely solve this problem.

Nick Baily

You can find out the holdings of any U.S. , with a few months lag, by looking at their annual report, semi-annual report, or quarterly schedule of portfolio holdings. (The quarterly schedule is for the two quarters when there isn't an annual or semi-annual report.) Go to http://edgar.sec.gov and read the Quick Edgar Tutorial. The main disadvantage of this is that you won't see current information. For example, the Magellan Fund submitted its quarterly schedule showing its holdings as of June 30, 2011 to the SEC on August 29, two months later. While this doesn't quite meet your goal of seeing the portfolios held by other people, it will let you see complete high-growth or income-oriented portfolios. Just pick a mutual fund that focuses on that investment goal, preferably a mutual fund with a good track record, and you can see exactly how the investment adviser(s) built their portfolio.

Jim Seidman

There are sites such as http://www.bogleheads.org/forum/index.php where investors will post their portfolios for critique by some of the old hands on the forums. Here is a sample. http://www.bogleheads.org/forum/viewtopic.php?t=80299 Investors are typically coached to provide percentages only, not dollar amounts. These sites generally advocate a strategy of well diversified no-load index funds with low expense ratios.

Tim Johnson

Unfortunately there is no way to view the current portfolios held by well known investors.  Securities laws require mutual funds to only disclose what they own at the end of every quarter, but they have 30 or 45 days to report.   By the time you see what they own they may have exited the positions, so it's not of much help.

Andy Rachleff

You can look at actual user's portfolios at http://Covestor.com.  Each site's models are actual user or advisor portfolios as seen by a programmatic link directly to the users' brokerage accounts.

Lenny Grover

http://Youtualfund.com is a similar concept. You can follow specific portfolios that people create, and you can even link them to your own brokerage account to follow that specific portfolio.

Kevin McAleer

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