Q: I noticed today a question asked about the asset allocation of goog and how this will be fixed. Thank you. Will this fix also apply to other such holdings such as Disney, currently classified as consumer cyclical, now communcation services? Thanks again
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thank you for your timely e-mail this afternoon regarding Pensions as Fixed Income. I have always considered a DB Pension as good as a fixed income investment and when I set up my Portfolio Analytics yesterday, I was wondering how to tweak it to include my DB Pension. Your PV of an annuity idea allows me to test various values and also test it using a lower PV for a reduced % spousal survivor pension.
Thanks again and I think I have more to uncover in the use of this tool.
Paul
Thanks again and I think I have more to uncover in the use of this tool.
Paul
Q: InPortfolio analytics, with the addition of the value of a defined benefit pension(roughly $80,000/yr becomes $2,000,000 in value), you add this value to the fixed income part of the portfolio. I know it's a difficult thing to calculate, but these pensions all invest in various forms of investments including equity, so some of your fixed income is already ion equity but not shown in your analysis.
Cheers, and thanks for every thing you provide us in a difficult investment world.
Slainte. Chris
Cheers, and thanks for every thing you provide us in a difficult investment world.
Slainte. Chris
Q: With the analytics package , one can not monitor his spouse’s portfolio separately . I find this frustrating as my wife’s age , income, and circumstances are different than mine... I use a different , safer strategy for her portfolio. I guess this is similar to the question by the person who didn’t want to include RESP in his analytics . Thanks , Tom
Q: Good morning,
I have a US based Fidelity 401k but the Portfolio Tracking doesn’t seem to recognize any of the fund symbols. Any chance of getting them added to the database?
Thanks for the good service
I have a US based Fidelity 401k but the Portfolio Tracking doesn’t seem to recognize any of the fund symbols. Any chance of getting them added to the database?
Thanks for the good service
Q: How do I enter a pension into Portfolio Analytics?
Q: How do I enter GIC's into the portflio analytics ? I can only show them as cash and this distorts the composition big time. Thank you.