So now that you're "there" in your PORTFOLIO PERFORMANCE
Note that there are other items you can select:
Returns is where we are currently but there is also "Health" and "Quarterly Portfolio Profile"
But more importantly under the RETURN tab
is
Portfolio Performance -- and Risk & Return -- and Asset Class Performance etc
Play around in here and just to use ASSET CLASS PERFORMANCE --- this tab will show you where you're invested --- and give you benchmarks -- and compares YOUR performance against that benchmark.
My account (this one Schwab account I use for this thread) shows me invested in:
56.9% Large Cap Equity
17.3% Small Cap Equity
19.9% Fixed Income
5.9% Cash (gotta have some cash dude!!)
So just play around with these pages and see that Schwab does a great job doing all this WORK for you.
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