09-11-2006, 04:05 PM
| |||
| |||
 Re: proper asset allocation problems I've dealth with this kind of issue by exporting data to Excel and tweaking it there. -- Michael Gordon MVP "chelly" <chelly[at]discussions.microsoft.com> wrote in message news:C3C07CB1-8227-4921-9CE5-65994410CFD1[at]microsoft.com... - quote - > I am trying to update my asset allocations in Money2006, and one of my > mutual > funds is part stocks, part bonds. I have entered the correct allocation > in > the "change asset allocation" section of the account details, but that > does > not seem to be where Money is taking its info from. Instead, it is taking > its info from the "reclassify an investment" section of the asset > allocation > review. Having a split fund isn't an option there, so I have to pick all > large caps, all bonds, etc. Since this fund is a fairly large chunk of my > holdings, it really skews my asset allocation if I can't split it up > properly. Any suggestions? |
|
#-1
09-09-2006, 03:56 PM
| |||
| |||
| proper asset allocation problems I am trying to update my asset allocations in Money2006, and one of my mutual funds is part stocks, part bonds. I have entered the correct allocation in the "change asset allocation" section of the account details, but that does not seem to be where Money is taking its info from. Instead, it is taking its info from the "reclassify an investment" section of the asset allocation review. Having a split fund isn't an option there, so I have to pick all large caps, all bonds, etc. Since this fund is a fairly large chunk of my holdings, it really skews my asset allocation if I can't split it up properly. Any suggestions? |
| Tags |
| allocation, asset, problems, proper |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| How to get proper asset allocations Dave: It seems that money is not capable of providing accurate asset allocations for mutual fund portfolios. OK.. I can accept that. Now, is their a way... | Microsoft Money | 1 | 03-10-2006 11:11 PM | |
| Asset Allocation Donald S. Goldman: How do you deal with asset allocation with balanced mutual funds or funds that have more than one type of investment. For example, I won a fund... | Microsoft Money | 1 | 11-25-2005 04:30 PM | |
| New Asset Allocation Class? RickS: 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... | Microsoft Money | 4 | 11-23-2005 01:22 PM | |
| asset allocation Mike Staman: I can't believe that Microsoft still has not added "international" as an asset class in the investment section. Please add soon! | Microsoft Money | 1 | 12-19-2004 12:08 PM | |
| Thread Tools | |
| Display Modes | |
| |
Linear Mode
