Current Portfolio Setting

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

Plan Management – Assumptions – Current Portfolio Setting

Planning Objectives :: Related Information

Planning Objectives

ClosedWhat is the purpose of rebalancing options?
  • Use the options under Current Portfolio Setting to match the balancing method used for asset mix growth in NaviPlan to purchased portfolios.
    • Current - Rebalanced: If selected, NaviPlan assumes the accounts are regularly rebalanced to maintain their allocation and applies the weighted average rate of return to accounts that are linked to goals.
    • Current - Not Rebalanced: If selected, NaviPlan assumes the portfolio is never rebalanced and the weighted average return fluctuates as the allocation adjusts as per market conditions..
  • There are two places in NaviPlan in which you can change rebalancing options.
    • The rebalancing option selected on the Cog menu - Plan Settings dialog box – Current Portfolio Setting tab affect all new plans you create.
    • The rebalancing option selected on the Plan Management section – Assumptions category – Current Portfolio Setting page override the user preferences and only affect the plan you currently have open.

Related Information




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