How to enter Alternative Assets

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

Return to Question Forum

Tags:

Alternative Assets

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

Comments

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.

Log in to post comments

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?

Log in to post comments

Subscribe to RSS feed

Disclaimer: ESPlanner and all other products provided by Economic Security Planning, Inc. (referred to hereafter as "we" or "our") are educational calculators designed to give you some input in mapping out your financial future, but should not be acted upon as a complete financial plan. MaxiFi Planner and the creators of MaxiFi Planner and any derivative products are not certified, registered, authorized, or any other type of financial planners. ESPlanner and its derivative products are simply tools for helping you think through your economic futures. Any suggestions should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. ESPlanner and its derivative products provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals. The Social Security benefit estimates produced by ESPlanner are just that -- estimates. Only the Social Security Administration can tell you precisely the benefits to which you will be eligible or are eligible and the amounts you will receive. The estimates provided here may differ from the correct amounts due to mistakes in our computer code of which we are unaware or because of legislated changes in Social Security provisions of which we are unaware or because of delays in our updating our computer code for changes in Social Security provisions. This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.

Copyright © 2020, ESPlanner Inc. || Patent Number: US 6611807 B1

Design by Zymphonies