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Subject Author Date
Target allocation per portfolio Peter VH 03-24-2007
Posted by Peter VH on March 24, 2007, 10:29 am
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 I have two portfolios, one for my wife's retirement plan (RRSP) and
one for mine. I would like to be able to set a different target
allocation for each one but it appears that the target allocation is
universal -- that is, it applies to all your portfolios. Is that
correct? Can I not set a target allocation for each portfolio?

Thanks,

Peter Van Harmelen
Fall River, Nova Scotia


Posted by John Pollard on March 24, 2007, 2:47 pm
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 Peter VH wrote:
> I have two portfolios, one for my wife's retirement plan
> (RRSP) and one for mine. I would like to be able to set
> a different target allocation for each one but it appears
> that the target allocation is universal -- that is, it
> applies to all your portfolios. Is that correct? Can I
> not set a target allocation for each portfolio?

Correct, you can not set a target allocation for "each
portfolio". One set of allocations per Quicken file.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Peter VH on March 25, 2007, 7:02 pm
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> PeterVHwrote:
> > I have two portfolios, one for my wife's retirement plan
> > (RRSP) and one for mine. I would like to be able to set
> > a different target allocation for each one but it appears
> > that the target allocation is universal -- that is, it
> > applies to all your portfolios. Is that correct? Can I
> > not set a target allocation for each portfolio?
>
> Correct, you can not set a target allocation for "each
> portfolio". One set of allocations per Quicken file.
>
> --
> JohnPollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup

Thank you, John. That's too bad.

Peter VH
Fall River, Nova Scotia


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