Portfolio Health Check

The key to managing your portfolio successfully.

Stock Doctor is a unique tool that will help you with a range of essential investing steps. It can help you:

  • Diagnose the health of your portfolio
  • Identify and remove unhealthy stocks
  • Help you construct and manage your ideal portfolio.

Complete the Portfolio Health Check for a quick diagnosis of the health of your portfolio.

 

All of these steps lead to great performance, control, confidence and peace of mind.



1

Choose your portfolio objective

Select one of the following three portfolio options, Capital Growth, Balanced or Income.

Capital Growth

Balanced

Income

2

Choose a portfolio type

You can either specify a portfolio yourself or we can display a typical balanced portfolio.

3

Specify your portfolio

Enter your current portfolio, or if you don't have one, stocks you are considering buying.

Code Company Approx value    
You have no companies in the Portfolio Health Check. Use the + Add feature above
You can enter companies in bulk by placing a space in between them eg. BHP WOW CBA TLS
     
4

Check the health of this portfolio