Whoops: Forget the easy way to get your average return risk...
Yowser...
I forgot to provide the instructions to attain your allocations average risk and return. Blather, blather, blah, blah...
Anyway, all you have to do (in Quicken Premier 2012):
- Start Quicken
- Click the 'Investing' Tab
- Click the 'Allocations' Button
In the 'Asset Allocation' pane you can view your 'Actual Allocation'. Your Actual Allocation displays your current allocation's expected annual risk and return.
and, in the second half of the 'Asset Allocation' pane you can use the 'Change Target' hyperlink to give the statistics on a proposed allocation. Upon entering the desired percentages, that Allocation displays the 'Target' allocation's expected annual risk and return.
There is a weakness to this stuff though. I do not think it actually takes into consideration how tied together asset categories are. For example, large and mid/small caps might move together. I don't know how to manage that. Would be nice.
Re: Whoops: Forget the easy way to get your average return risk...
Question, for you Quicken "Gurus" !
I'm running Quicken Deluxe, 2013 on a Windows 7 machine...
Is there a way to pull a report on the "investing" accounts to just show your commissions/fees paid ? I enter that data in the register, as part of my individual transactions, but I haven't found a way to summarize what I'm paying for these through my USAA brokerage account. I note some of the "misc fees" added on to the USAA $5.95 transaction fee, depending on what ETF I'm trading, or the size of the lot I'm buying or selling..
Thanks for any advice !
Stoplight...
Re: Whoops: Forget the easy way to get your average return risk...
Quote:
Originally Posted by
Stoplight
Question, for you Quicken "Gurus" !
I'm running Quicken Deluxe, 2013 on a Windows 7 machine...
Is there a way to pull a report on the "investing" accounts to just show your commissions/fees paid ? I enter that data in the register, as part of my individual transactions, but I haven't found a way to summarize what I'm paying for these through my USAA brokerage account. I note some of the "misc fees" added on to the USAA $5.95 transaction fee, depending on what ETF I'm trading, or the size of the lot I'm buying or selling..
Thanks for any advice !
Stoplight...
I should be able to get the info in your USAA account under the activity tab, select the time frame, run the report, then there is an export to CSV link at the bottom.
Not sure if that is what you are looking for, but there is a column for fees in that CSV.
Re: Whoops: Forget the easy way to get your average return risk...
Quote:
Originally Posted by
RealMoneyIssues
I should be able to get the info in your USAA account under the activity tab, select the time frame, run the report, then there is an export to CSV link at the bottom.
Not sure if that is what you are looking for, but there is a column for fees in that CSV.
Thanks for the idea, RMI ! Actually, your tip made me go back into Quicken, and rummage around. Since you enter that commission number in, I figure there's GOT to be a way to get it back out :)
I found an "Investment Report" (Investment Transactions) that has the info I was looking for...I was just curious to see how much I've paid this year in transaction fees, etc.
People (including USAA !) keep telling me they'll be GLAD to manage my money for me, for a paltry sum, of course :D I was curious to see how much I'm "saving" by going the D-I-Y route...
Stoplight...
Re: Whoops: Forget the easy way to get your average return risk...
And the guy that would be managing your money is only 26 years old. Think about that.