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Look at your total portfolio
To get an accurate picture of your investments, you need to look at all of your accounts combined, not just individual accounts. If you have a 401 (k) and Roth IRA, you want to know how they work together. What does your compact wallet look like? Obviously, you will skip this step if you only have one investment account.

Use one of these three methods to create a collage of all of your investment accounts.
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