Monitoring asset allocation


show more Monitoring asset allocation provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
please wait ...

Monitoring asset allocation

The Allocations page under the Investing tab helps you monitor the mix of asset classes included in your investment portfolio. An asset class is a group of securities that have similar features and behavior. The values of securities in a given asset class tend to rise and fall in similar cycles. Asset allocation, is the process of spreading your assets across several types of investments, to control your potential risk and return. When you allocate your investments, you invest different percentages of your portfolio and asset classes. Such as large cap stocks, small cap stocks, bonds and so on.

The resulting mix of investments is your asset allocation. Let's take a closer look at the allocations page under the investing tab and see how you can monitor your asset allocation with this tool. To see the allocations page, click the Investing tab and click the Allocations button at the top of the page. You can filter the accounts and securities included in the snapshot by using these dropdown menus at t...

Monitoring asset allocation
Video duration: 3m 46s 2h 44m Appropriate for all

Viewers:

Monitoring asset allocation provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
please wait ...