> Come on,
> MS, with what we pay for this s/w, it should do better.

> -----Original Message-----
> The equity portion (all are mutual funds) of my
investment
> portfolio is as follows (asset class listed in quotes):
> 1. Vanguard S&P 500 Index Fund ("US Large Cap Blend
> Index"): 20%
> 2. Dodge and Cox Stock Fund ("US Large Cap Value Fund"):
> 20%
> 3. Vanguard REIT Index ("REIT Index"): 10%
> 4. Vanguard Small Cap Value Index Fund("US Small Cap
Value
> Index"): 15%
> 5. Bridgeway Ultra Small Cap Index Fund ("US Micro Cap
> Index"): 15%
> 6. Vanguard Int'l Emerging Markets Index Fund ("Int'l
> Emerging Market Index"): 10%
> 7. Vanguard European Markets Index Fund ("Europe Market
> Index"): 10%
> I bought MS Money 2003 Deluxe for the sole purpose to
> simplify my investment portfolio (and also as a
> checkbook). I bought Money to set up my target
allocation
> of assets (above) so when I re-balance every year, it
will
> be easy to see what has grown and what needs to be sold
to
> get it back to my "ideal" (or target) asset allocation.
> My ideal allocation is above. I was SORELY disappointed
> to have a program packed with so many features that does
> NOT have the ability to accurately track an asset
> allocation seen above. The only way MS Money '03 Deluxe
> broke it down was "Large, Mid, and Small US equity,
> International Equity, and Bonds." Why O Why doesn't MS
> Money let the user (me) write in the names of the asset
> categories!! That way I can customize my investment
> assets to say "Int'l Emerging Markets Index Fund"
> or "Micro cap Index Fund." MS Money 2003 Deluxe is very
> crude in how it breaks up major asset classes. There
are
> so many more asset classes than the broad asset
> classes: "Large, Mid and Small US equity, International
> Equity."
> Does anyone know if Money 2004 Premium will have this
> BASIC feature? The only other way I can see to break it
> up is to use MS Excel. That means I'd have to write a
> program to get my investment transactions from MS Money
to
> MS Excel. Once in Excel, I can then create graphs to
see
> which asset class has grown too much (also show
> percentages of each vs. total) and therefore I need to
> rebalance. Man, I hope Money 2004 has this very, very,
> fundamental aspect to investing. I simply can't
implement
> the sound principles of "Modern Portfolio Theory (MPT)"
> without this breakdown of asset classes. For crying out
> loud, MS Money should at least have "REITs" and other
> asset classes that comprise most diversified investors'
> portfolios.
> If MS Money 2004 doesn't have these features, I'm stuck
> writing a crude Excel sheet to manage my investment
> portfolio.
> Any replies would be helpful.
> Thanks all
> .