The Multi-Broker Challenge

Emil Lykke Grann

January 15, 2025

As we move through 2025, smart investors are keeping a close eye on both individual stocks and ETFs that offer broad market exposure. Whether you're a beginner or seasoned investor, tracking these key holdings can help you make informed decisions about your portfolio.

The Multi-Broker Challenge

Many investors own these stocks and ETFs across different platforms:

• AAPL in your Robinhood account
• S&P500 in your retirement account at Nordnet
• NVDA in your Lunar portfolio

This fragmentation makes it difficult to see your total exposure and overall performance.

Using Stocker for Unified Tracking

This is where Stocker comes in. You can:

1. Add all holdings from different brokers in one place
2. Track real-time prices for accurate portfolio valuation
3. Monitor total performance across all accounts

Investment Strategies for 2025

The Barbell Approach

Consider combining:

• Stable dividend payers (like AAPL, MSFT)
• High-growth stocks (like NVDA, emerging AI companies)
• Broad market ETFs (S&P500, MSCI World) as your core

Dollar-Cost Averaging

With market volatility expected to continue, regular investments in these stocks and ETFs can help smooth out price fluctuations.

Rebalancing Regularly

Track your allocations to ensure no single holding becomes too large a portion of your portfolio.

Risk Considerations

Remember:

• Past performance doesn't guarantee future results
• Diversification is key to managing risk
• These popular holdings can be volatile
• Always do your own research

Start Tracking Your Portfolio Today

Whether you own these top stocks and ETFs or are planning to invest in them, having a clear view of your total portfolio is crucial. With Stocker, you can track all your holdings across multiple brokers in one simple dashboard.

Get started with free portfolio tracking and take control of your investments in 2025.

What stocks and ETFs are you tracking for 2025? Share your answers through my socials!