I am curious as to what you all do with your pies. I have a pie for each individual company as I am a dividend investor for the long term, I feel I can see what is happening individually. I have heard that it is better to have certain companies together in a pie so collectively you build the pie over time. Just curious as to what you all think.
Hi, and welcome to the community!
Personally I have a couple of single-stock pie for DRIP-style (but small % of my portfolio), a couple of thematic ones, and one main one focused on income generation.
I only use the pies to check allocation weights. I export everything I buy into them and export out when I sell.
Thats a good way to check the weight. Ill bear that in mind.
I own about 45 stocks, I tend to buy about 20 at a time based on current prices and my forecasts. I use the pie to dollar average into those 20 or so.
I update it roughly every month