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Re: Portfolios in Portfolios

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Posted by Mark on August 20, 2002 at 08:57:32:

In Reply to: Portfolios in Portfolios posted by H. C. Pierce on August 19, 2002 at 18:17:11:

: Mark: Can I start out with a top portfolio for my wife and myself which contains individual stocks and DRIP investments, etc. and add inside this portfolio a second portfolio for me alone which would contain other portfolios representing various brokerages and also add inside the top portfolio a portfolio for my wife containing various investments or portfolios.

: To make it short If I can put portfolios inside portfolios, will tha value of the various subordinate portfolios show up to be totaled in the valus of the top portfolio???

: Best regards,

: Chuck Pierce

Hi Chuck,

Sorry, FM doesn't support sub-portfolios. You can create as many different
portfolios as you want, and you can combine investments into any number
of portfolios, but there is no portfolio within a portfolio. So, you could
have one portfolio that contains all the investments for both you and your
wife. You could have one that contains all the investments for each

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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