401(k)'s

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One of your earlier responses said for tracking 401(k) accounts that if you don't know number of shares, you can use a constant $1.00 share price then use buy/sells to adjust value over time.

That makes sense for accounts you are actively adding to, in order to increase the number of shares. However, it seems like that method won't show you return information b/c you will always have a cost = value.

If you want to value the portfolio at certain times (esp in accounts that you no longer contribute to), it seems like you could treat the change in valuation as a dividend (either + or -). Will this cause problems in the future. A test case seemed to work for a year, but might something come up that will turn out to be a headache.

Thanks.

Replies:

• Re: 401(k)'s Mark 08:49:39 9/23/99 (0)