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#1
01-17-2006, 04:22 AM
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 Re: Change Asset Class I'm pretty sure that for a given investment X, what Cal proposes will not change the allocation class that Money determines. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:egros1t8091rfreff5681sf3o1lvmu446l[at]4ax.com... - quote - > In microsoft.public.money, The Glidster wrote: > > Some of my investments have wrong asset allocation class. For instance > > Vanguard Large Cap Index is classified as a money market. I go to > > investment > > details and it won't let me reclassify it as a large cap. I've also tried > > changing it on the asset allocation pages, but can't do it. Advice? > It is not trivial, but not as hard as it first appears. A few > minutes should do it. > In the details, remove the symbol, and rename the existing > investment to something you will never use. Let's suppose you > choose zzzz. > Create a new investment with the correct type, name and symbol. > Go back to investment zzzz and choose View: Investment Details. > Change each transaction to the investment using the drop-down list. > Keep going until there are no more zzzz transactions remaining. At > that point you can "delete" zzzz. Note that "delete" only hides, > so you will not be able to use zzzz name for another investment. > Let us know if you encounter problems with that. |
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01-17-2006, 03:11 AM
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| Re: Change Asset Class In microsoft.public.money, The Glidster wrote: - quote - > Some of my investments have wrong asset allocation class. For instance
It is not trivial, but not as hard as it first appears. A few> Vanguard Large Cap Index is classified as a money market. I go to investment > details and it won't let me reclassify it as a large cap. I've also tried > changing it on the asset allocation pages, but can't do it. Advice? minutes should do it. In the details, remove the symbol, and rename the existing investment to something you will never use. Let's suppose you choose zzzz. Create a new investment with the correct type, name and symbol. Go back to investment zzzz and choose View: Investment Details. Change each transaction to the investment using the drop-down list. Keep going until there are no more zzzz transactions remaining. At that point you can "delete" zzzz. Note that "delete" only hides, so you will not be able to use zzzz name for another investment. Let us know if you encounter problems with that. |
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#-1
01-17-2006, 03:00 AM
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| Change Asset Class Some of my investments have wrong asset allocation class. For instance Vanguard Large Cap Index is classified as a money market. I go to investment details and it won't let me reclassify it as a large cap. I've also tried changing it on the asset allocation pages, but can't do it. Advice? |
| Tags |
| asset, change, class |
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