Re: FM doesn't like investment-less portfolios?
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Posted by Mike Jordana on September 16, 2005 at 18:16:27:
In Reply to: FM doesn't like investment-less portfolios? posted by Mike Jordana on September 16, 2005 at 18:11:36:
Sorry, my little schema didn't come across well when I tried to use extended ASCII codes for my hierarchy. Here's a more primitive, but readabble, version... 1 Master Level (just a "holder" for subsequent sub-portfolios, NO INVESTMENTS)
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2 +- My personal taxable portfolio (has investments)
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3 +- Taxable portfolio - client 1 (has investments)
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4 +- Taxable portfolio - client 2 (has investments)
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5 +- Portfolio "holder" client 3 (NO INVESTMENTS)
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6 +- Tax-deferred portfolio - client 3 (has investments)
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7 +- Taxable portfolio acct - client 3 (has investments)
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