Thanks for the tag, David, Kirk, fo r your second objective, similar to our Budget vs Actuals solution, I'd suggest you:
create a Portfolio Override text custom parameter
create a Portfolio Rollup calculated custom parameter, with a formula that uses the Portfolio Override if it is not blank, and the Portfolio Name itself, otherwise
Enter the same Portfolio Override (eg "1, 2, 3") on your 1, 2, and 3 portfolios, but leave it blank on 4 and 5
Group your report bu Portfolio Report, thereby comparing "1, 2, 3" against 4 and 5
Regards, Doug Den Hoed - AtAppStore Got Skills? Lend a hand!
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