10. Analyzing Your Asset Allocations and Portfolio
What You’ll Do
Review and Analyze Your Asset Allocations
Get Some Help with Asset Allocation
Determine Whether You Need to Rebalance Your Portfolio
Introduction
Once you get all or most of your asset information in Quicken, such as stocks, bonds, and mutual funds, you can take a step back to review and compare how your assets are doing. It’s a good idea to review and analyze how your assets are allocated and get a big-picture view of your portfolio from time to time. The whole reason you have assets is to make money, right? Quicken provides some features that can give you the big picture in a matter of minutes and provide ...
Get Quicken® 2007 On Demand now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
