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  #3  
Old 11-23-2005, 01:22 PM
Chris Cowles
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Default Re: New Asset Allocation Class?

"RickS" <RickS[at]discussions.microsoft.com> wrote in message
news:F1D7498A-F808-4162-93FE-DCB08AFF09C8[at]microsoft.com...
- quote -

> While we are at it - Can I exclude straight cash (Money Market) from the
> asset allocation tables? I want to show all of my stocks in the asset
> allocation tables, but show the table without cash.


This is my recall off the top of my head: You can only exclude accounts, not
investments. Cash, even if not invested in a security such as a money market
fund, is allocated if in an included account.
--
Chris Cowles
Gainesville, FL



  #2  
Old 11-23-2005, 12:44 PM
Dick Watson
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Default Re: New Asset Allocation Class?

I'm less sure about that since I don't mess much with asset
allocation--since it's so limited--but I think the answer is still no.
Hopefully someone else will correct me if I'm wrong.

"RickS" <RickS[at]discussions.microsoft.com> wrote in message
news:F1D7498A-F808-4162-93FE-DCB08AFF09C8[at]microsoft.com...
- quote -

> While we are at it - Can I exclude straight cash (Money Market) from the
> asset allocation tables? I want to show all of my stocks in the asset
> allocation tables, but show the table without cash.



  #1  
Old 11-23-2005, 04:18 AM
RickS
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Default Re: New Asset Allocation Class?

Thanks.

While we are at it - Can I exclude straight cash (Money Market) from the
asset allocation tables? I want to show all of my stocks in the asset
allocation tables, but show the table without cash.

Thanks, Rick

"Dick Watson" wrote:

- quote -

> No.
> "RickS" <RickS[at]discussions.microsoft.com> wrote in message
> news:070627F9-F347-42EF-85FB-DB96B8009534[at]microsoft.com...
> > Is it possible to add a completely new type of Asset Allocation? I would
> > like to add a commodity and option bucket to the ones already there
> > (Large-cap, mid-cap, etc.)

 
Old 11-22-2005, 11:52 PM
Dick Watson
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Default Re: New Asset Allocation Class?

No.

"RickS" <RickS[at]discussions.microsoft.com> wrote in message
news:070627F9-F347-42EF-85FB-DB96B8009534[at]microsoft.com...
- quote -

> Is it possible to add a completely new type of Asset Allocation? I would
> like to add a commodity and option bucket to the ones already there
> (Large-cap, mid-cap, etc.)



  #-1  
Old 11-22-2005, 10:39 PM
RickS
Guest
 
Posts: n/a
Default New Asset Allocation Class?

Is it possible to add a completely new type of Asset Allocation? I would
like to add a commodity and option bucket to the ones already there
(Large-cap, mid-cap, etc.)
 

Tags
allocation, asset, class
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