Tracking CDs and Fixed Income Investments - How?
df21084 
04-28-2008, 1:59 PM | Post #2512579 |  2 Replies

How can I track fixed income investments like bonds and CDs using M*'s portfolio?

Any help would be appreciated.

Thanks. 

 

2 Replies
Re: Tracking CDs and Fixed Income Investments - How?
04-28-2008, 2:41 PM | Post #2512587
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I do what Sue Stevens suggested years ago with non-fund held fixed investments.  As a proxy, select a mutual fund that contains the asset you have with an approximate maturity.  For example, for an individually held muni bond, as proxy, use the Vanguard muni fund with a similar maturity.  For CD's I just enter the total value in my Morningstar portfolio under their cash category.  This at least gives me a good idea of my stock/bond split all in one place.  Periodically, a few times a year I adjust that proxy account value based on actual figures from statements.  Doing the CD money that way I can include it or delete it depending on why I am evaluating the Morningstar portfolio.
Re: Tracking CDs and Fixed Income Investments - How?
05-07-2008, 8:45 AM | Post #2515434
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Thanks.  I appreciate your response.