Segregating performance of assets within a single account
I have a single investment account. Let’s put $150,000 in it. I want to have three different investment strategies of $50,000 each within that account as I really don’t want to open three separate accounts with the custodian. Say an aggressive growth, an dividend play, and a tactical play. Is there any mechanism to tag the individual positions for each strategy and track the total return performance of the three strategies?