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Apparent inconsistency between financial assets/asset classes view and tabular projections/allocations view in 2024 Gold v1.9

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(@a44c8zz)
Active Member Customer
Joined: 2 years ago
Posts: 6
Topic starter  

Hi Stuart,

Under Financial Assets/Asset Classes, I have assigned 100% of our Roth account to stocks. However, when i look at tabular projections/allocations for the same scenario, the Roth account appears to be allocated to bonds. This could be a simple matter of the header being incorrrect, but I wanted to make sure it was not something deeper than that. I can also supply the source file privately if you need it.

Thanks, Chris


   
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(@a44c8zz)
Active Member Customer
Joined: 2 years ago
Posts: 6
Topic starter  

disregard, sorry


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 728
 

@a44c8zz Hi Chris, I know you said to disregard, but just to make sure you understand....it appears that you're mixing the mode 1 and mode 2 asset allocation options. If you assigned 100% of your Roth account to stocks, I'm assuming that's using mode 1; however, the screenshot you attached is for mode 2 allocations. That's why they appear to be inconsistent.

Stuart


   
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