Urbandreamer wrote:I confess that I hold about the same number of investments. Some of mine should be desposed of too so I'm no saint. I suspect that your Dad was interested rather than "invested" in the smaller holdings. That is to say that he held them for his entertainment, rather than carefully considered reasons. All well and good, but while in your own porfolio you can indulge your interests it's unlikely that your Mum will be interested or entertained by the performance of the smaller holdings in this portfolio. They certainly will have little to no effect upon the portfolio performance, simply because they are so small.
This is the case I think. I suspect with bits of new money he experimented by investing in whatever he had just read about.....
What I feel like I could with is a tool that will analyse the entire portfolio, and give me information on the diversity of the portfolio, e.g. how global it is, and what proportions of it are in bonds and equities in different classes of companies.
Does this exist?