Tracking both stock type and stock size allocations
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Posted by W. Ross Stone on November 28, 2000 at 19:57:23:
Mark - Another question, please: Under Edit...Investment Properties...Asset Type I
can enter the percentage of assets a fund has in various stock type categories
(e.g., utilities, financials, technology, etc.). Alternatively, I can choose
to use this field to classify a fund's stock allocation by stock "size:" large
cap, small cap, growth, value, etc. (there is certainly a better term for the
later categorization, but I can't think of it at the moment). However, what
I would like to be able to do is to look at the asset allocation among the
funds in a given portfolio according to both criteria. In other words, I'd like
to be able to look at (for example) a pie chart based on stock type categories
for a given portfolio, and also look at a pie chart based on allocation among
large cap, small cap, agressive growth, etc. (what I called stock "size," above)
for the same portfolio. Unfortunatley, there is only one field to work with,
and the percentages have to add up to 100. Am I missing some way to accomplish
what I want to do? Thanks for your help. Ross
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