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3/07/2009 6:59:02 AM
(AAP) The Australian sharemarket is expected to open significantly lower after heavy falls on Wall Street and European markets.
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Welcome to Bell Potter
Bell Potter is one of Australia's leading investment advisory firms, with extensive experience in servicing the needs of private investors...
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New portfolio movement feature now available in your online portfolio
Have you ever wondered how your portfolio is tracking compared to the previous day’s performance?
If you have logged into your online portfolio recently, you may have noticed a new feature available as part of your equities portfolio reports.
The portfolio movement feature shows the change in the value of your portfolio over the day. The data gives you a report that shows how much your ASX listed investments, at a portfolio and stock level, have moved up or down at any point during the day’s trading. It shows this in both dollar and percentage value, making it easier to compare your portfolio’s performance against a benchmark.
The portfolio movement page can be accessed from the same area as your portfolio valuation – simply select Equities Portfolio -> Portfolio movement when you log in. For more information about the portfolio movement feature, speak to your adviser today.
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Investor Report - now available
This month's edition of Bell Potter's Investor Report is now available. We look at
- The recent global share market rally and what it means for investors' portfolio strategy;
- Potential end of financial year tax loss selling and how markets may respond;
- Origin Energy, Woolworths, Westpac and Tatts Group;
- Why emerging companies outperformed their larger capitalisation peers in March.
Clients can access the Investor Report and a full range of research from our Client Access area
To become a client of Bell Potter and receive the Investor Report monthly, Click here
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