Planit:Summary Asset Allocation
|Learn by Watching!|
|Learn by Reading!|
- When you have inputted your assets at a summary level, 100% of the current investments are assumed to be in “cash” since it’s impossible for the software to know what the actual allocation is. You then have the option to manually identify the actual allocation under each asset class by merely typing in the percentages or the amounts, this depends how you have the “Edit By” set at.
- With detailed level asset information, the current portfolio will be based on the asset allocation of the assets input.
- This is a good investment of your time and effort since you want the comparison between the Current and the Target portfolio to be meaningful both here on the screen, IPS document and also the effects the retirement projection in the Personal Financial Strategy document.