A security's Type and Asset Class
pkcouch
Quicken Windows Subscription Member
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
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
0
Best Answers
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It should be mutual fund. The market index is only for the actual index. And yes, Large cap stocks is probably what you want.
Quicken Windows user since 1993.
2 -
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 similar2
Answers
-
It should be mutual fund. The market index is only for the actual index. And yes, Large cap stocks is probably what you want.
Quicken Windows user since 1993.
2 -
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 similar2
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