You can even compare your portfolio to both the S&P 500 and Empower’s “Smart Weighting” Recommendation, which suggests that investors more equally weight their portfolios across size, style, and sector-unlike the S&P 500, where the biggest stocks have the most effect on the portfolio, and there are huge differences in how much each sector is weighted. The tool will help you identify overweight and underweight sector investments (perhaps you have too much allocated to utilities, and not enough to healthcare, for example) and assess your diversification. The free Personal Dashboard makes it easy for people to add all their financial accounts in one place, including credit cards, savings, checking, loans, and tax-advantaged investment accounts.Įmpower also provides a free Investment Checkup tool to assess your portfolio risk, analyze past performance, and get a target allocation for your portfolio.
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