Asset Class Weighting & Return Rate Details

This page covers the following location(s) in NaviPlan:

Net Worth - Accounts - Details - Search... - Asset Class Weightings Details dialog box

Net Worth - Equity Compensation - Details - Search... - Asset Class Weightings Details dialog box

Set Goals – Retirement – Liquidation Strategies – Bucketing – Asset Class Weightings (Manual Classification option selected)

Set Goals – Retirement – Liquidation Strategies – Bucketing – Return Rates

Scenario Manger – Analyze Goals - Retirement – Bucketing – Asset Class Weightings (Manual Classification option selected)

Scenario Manger – Analyze Goals - Retirement – Bucketing – Return Rates

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat is the purpose of this page?
  • Use this dialog box to manually define the class percentage desired.

Procedures

ClosedHow do I apply 100% of an asset class?
  1. From the Asset Class Weightings Options container, select Use 100% of an Asset Class.
  2. Select an asset class from the menu.
  3. When you are satisfied with these options, click OK.
ClosedHow do I search for the assets' symbol?
  1. From the Search container, enter the assets' symbol in the Ticker Symbol field.
  2. Narrow your search using the CUSIP, Type, Asset Class, and/or Description fields.
  3. Select Search.
  4. Select the desired asset from the Results container.
ClosedHow do I manually enter return rates?
  1. From the Return Rates container, click Override.
    Note: If the Override option is not available, then the return rates cannot be modified.
  2. Manually enter return rates. The Total field is calculated automatically.
  3. When you are satisfied with these options, click OK.
ClosedHow do I manually adjust the asset class weightings?
  1. From the Asset Class Weightings Options container, select Manually Adjust Weightings.
  2. Enter the class percentages as desired.
  3. When you are satisfied with these options, click OK.

Related Information




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