Same investment in 2 sub-portfolios

[joe]

To make sure I don't mess up any performance calculations, is it better to set up a different investment in each sub-portfolio even though the companies are the same? To explain, if I own Abbott Lab (ABT) in my IRA account and also in my joint account, should I set up separate investments ABT and ABT1 in the different accounts to avoid any confusion in the performance by account and transaction history? Thanks. Joe

[Mark]

Hi Joe,

Yes. Since each investment has its own transactions, you do want separate investments. This is also an FAQ item, which you can read here:

http://www.fundmanagersoftware.com/faq_ ... tments.php

[joe]

Thanks, Mark. Sorry for missing this in the FAQs. Joe