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Re: Tracking both stock type and stock size allocations

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Posted by Mark on November 29, 2000 at 07:06:51:

In Reply to: Tracking both stock type and stock size allocations 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

Hi Ross,
There are two categories you can use. There is the "Asset Type" and
"Investment Goal". They are both equivalent, and each have their own
set of pie/stacked graphs. You can use these two categories however you
like. You can adjust their names under "Options/Category Labels...".

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT




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