List allocations
It is similar to the page dedicated to asset allocations in individual accounts, but also considers all your investments as a whole.
The target allocation displayed is implied by your account targets and by their current balances.
You are provided with this information so you can check that your overall allocations correspond with what you want for your overall holdings portfolio.
If you have a spouse, you can request the same information for each of you, individually (joint accounts will be ignored).
Below the table, there are pie charts showing your current asset allocation and target asset allocations.
The risk profile of your overall portfolio will also be displayed in the bottom 4 graphs.
The left 2 graphs displays the average return to the average risk that you have assigned over all the investments of a particular allocation. The right graphs show the risk profile each investment separately.
In the top 2, the y-axis refers to the required returns you set for the investments, and in the bottom to the actual 3-year return (when available).
An investor with more (and larger) bubbles closer to the the bottom left side of the graph is more risk-averse. An investor with more (and larger) bubbles near the top right of the graph is more of a risk-taker.
The TIME MACHINE output will also provide you with graphs displaying the changes in your overall asset allocations given the changes in the value of your investments over time.