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Quicken Classic for Windows
Investing (Windows)
A security's Type and Asset Class
pkcouch
Hello,
For federal Thrift Savings Plan investors (works like a 401k), under "Edit Security Details" and for the Security Type, should I select market index or mutual fund? (the TSP C-Fund matches the performance of the S&P 500 index)
For Asset Class, I assume I should set it at Large Cap Stocks?
The goal is to select the right security type and asset class for a TSP fund so that the global view of my portfolio will correctly show an accurate percentage exposure to different asset classes (stocks, bonds, and cash).
The Help file is a little confusing.
Thank you,
pkcouch
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Accepted answers
bmciance
It should be mutual fund. The market index is only for the actual index. And yes, Large cap stocks is probably what you want.
q_lurker
Do not select Market Index. That is intended only for non-trading measures, Mutual Fund is the better selection.
Large Cap is the best single choice. It tends to run about 80-90% Lg Cap, You can fill in a mixture if you choose to. 85% Lg, 15% Sml Cap. or similar
All comments
bmciance
It should be mutual fund. The market index is only for the actual index. And yes, Large cap stocks is probably what you want.
q_lurker
Do not select Market Index. That is intended only for non-trading measures, Mutual Fund is the better selection.
Large Cap is the best single choice. It tends to run about 80-90% Lg Cap, You can fill in a mixture if you choose to. 85% Lg, 15% Sml Cap. or similar
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