Re: ETFs

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Posted by Mark on August 22, 2006 at 14:31:46:

In Reply to: ETFs posted by Ed on August 22, 2006 at 14:13:36:

: How does system handle classification of ETFs for asset allocation purposes where some may be equity based and others fixed income based etc... For example, QQQQ are equity and TIP are fixed income

Hi Ed,

You can assign any investment (including an ETF) to any allocation of asset types that you want. When you initially create a new investment you must choose one asset type, but if you choose "Investment Properties... / Asset Type" you can allocate an investment among multiple asset types in varying percentages.

As an aside, you can customize the asset types to be anything you want under "Options / Category Labels...".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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