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Re: New Feature: Sector Allocation

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Posted by Clive on October 17, 2000 at 14:32:11:

In Reply to: Re: New Feature: Sector Allocation posted by Mark on October 14, 2000 at 09:36:47:

: : Hi Mark;
: : If you're looking for a future product enhancement, I'd like to see something called "Sector Allocation". It would be patterned after the present Asset Allocation feature but would enable the user to define sector allocations, like technology, financial services, etc.
: : Presently, I've got the asset allocation feature to give me an overall snap shot of the geographical allocation of my equities. But, I'd sure like to know what my overall exposure to technology is on an ongoing basis.
: : Best regards,
: : Clive

: Hi Clive,
: There are basically two tools for this: Asset Allocation and Investment
: Goal. They are the same feature, with just two different names. You can
: use them however you best see fit. You can adjust the names of the
: categories under "Options/Category Labels...". You could use the Investment
: Goal categories to track your Sector Allocation.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager for Windows 3.1x/95/98/NT

Thanks for your comments.
I've currently got Asset Allocation setup for a geographical allocation and Investment Goals setup for either Retirement Investing or Non-Retirement Investing. This setup works well for me, so I'm not inclined to change these settings. I suppose was looking for a third tool to give Sector Allocation in addition to the ones I'm currently using.

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