How to enter Alternative Assets

Submitted by doakley on Sun, 03/27/2016 - 16:09

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Alternative Assets

How should hedge fund and private equity investments be entered? They don't seem to fit the categories in the program.

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dan royer's picture

dan royer

Mon, 03/28/2016 - 15:24

If you are in economics mode

If you are in economics mode and if these are not retirement assets (tax deferred assets) then enter them anywhere in the Regular Assets area. (they all lump together and receive the nominal rate of return you enter in Assumptions area for regular assets). If you are in MC mode, then instead of entering the average return on the whole pool of reg assets, you'd build a portfolio in the MC area that represents your asset allocation.

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mattcarron@nets...

Sat, 02/10/2018 - 11:39

Yes, but these assets should

Yes, but these assets should get a higher return than others. How would that be accounted for?

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