Re: Investment Allocations

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Posted by Mark on March 12, 2007 at 18:39:59:

In Reply to: Re: Investment Allocations posted by Roger Miller on March 12, 2007 at 18:32:20:

: Mark,

: Yes I do check off the box "Apply to all investments with matching symbols" because in 4 cases I have the same fund in my name and again in my wife's name for retirement.

: Roger

Hi Roger,

Okay, but you're saying that it is being applied to all investments, even ones with a different symbol? What if you don't use that option, can you change the goal allocation, only on the selected investment? What version of Fund Manager do you have? Can you make sure you have 8.2.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Investment Allocations Roger Miller 19:56:20 03/12/07 (0)