Portfolio %

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When you show the % of a stock held in your portfolio , is that only say in RSP or is it across all accounts. Is it ok to say hold 5% in say Apple and that’s 5% of RSP and a couple tfsa’s, but 20% of the RSP it’s actually in. Hope you can follow my question. Thanks

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Asked on March 20, 2024 4:51 pm
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Hey there. That is the total allocation of the stock across all of my accounts. I view this as the best way to look at it because your entire portfolio is really just all of your accounts combined.

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Posted by Dan Kent
Answered on March 21, 2024 7:31 am
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