Commsec Portfolio Split

In by Daniel CannonLeave a Comment

Daniel Cannon

Hey guys,

Do you know if there is any way to ‘split’ your Commsec portfolio into two separate portfolios or would I have to open up a separate Commsec account?

I would like to implement two separate investing strategies, i.e. Dalio’s All Weather portfolio and Greenblatt’s method, and would like to view their performance separately as opposed to combined.

If portfolio splitting is not possible, would you guys know of a method of grouping stocks together within a Commsec portfolio that allows the trader to view the performance of a coolective groups of stocks separately to another group of stocks (within the same portfolio)?