TD Portfolio Planner相關問題 - 理財
By Agnes
at 2016-01-19T22:46
at 2016-01-19T22:46
Table of Contents
當我將資產配置的比例設定好後
想當然,過一段時間後,會面臨各種類別的標的會有增減比例的情形
當我想在再平衡的時候,我會選擇
"Set Orders to Align with Target"
但接下來網頁中出現的數字,或是文字,就有點不了解了,想請問各位大大
Specify How Much You Want to Commit: $ 0.00
Current Strategic Allocation Portfolio Value: $18,790.81
Portfolio Planner Maximum Value: $18,872.29
Committed Securities: $18,790.81
Account Cash Balance: $0.00
Money Market: $40.74
Total Account Balance: $19,225.32
想請問這些到底是甚麼意思呢??
我最多可以填到多大的金額??
假如在以上情況,我填了18,800,
發現會賣出超過money market的金額,再買入超過money market的金額
這樣的交易會有問題嗎?? (eg. 違約交割之類的)
謝謝~~~~~~
--
想當然,過一段時間後,會面臨各種類別的標的會有增減比例的情形
當我想在再平衡的時候,我會選擇
"Set Orders to Align with Target"
但接下來網頁中出現的數字,或是文字,就有點不了解了,想請問各位大大
Specify How Much You Want to Commit: $ 0.00
Current Strategic Allocation Portfolio Value: $18,790.81
Portfolio Planner Maximum Value: $18,872.29
Committed Securities: $18,790.81
Account Cash Balance: $0.00
Money Market: $40.74
Total Account Balance: $19,225.32
想請問這些到底是甚麼意思呢??
我最多可以填到多大的金額??
假如在以上情況,我填了18,800,
發現會賣出超過money market的金額,再買入超過money market的金額
這樣的交易會有問題嗎?? (eg. 違約交割之類的)
謝謝~~~~~~
--
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理財
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