Re: Portfolios in Portfolios

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

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
brokerage.

Thanks,
Mark
--
Mark Beiley

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

Replies: