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Re: Portfolio Performance

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Posted by Mark on September 19, 2003 at 21:07:41:

In Reply to: Portfolio Performance posted by John Casey on September 19, 2003 at 19:16:16:

: I have two portfolios which are about ten years old. I routinely check the Portfolio Yield and ROI Yield. Some days the Porfolio Performance Yield differs significantly from the previous day (Ex. 5.3% to 7.5%)when there has been only a small change from the previous day. The 10 year ROI does not change more than would be expected. This happens with both porfolios on the same days. What might be causing this?

: Thanks
: John

Hi John,

I'm not sure. Where are you looking at this "Portfolio Performance Yield", in
the "Portfolio Performance Report"? If so, that yield is the same as the ROI
yield. If you'd like to e-mail me a test case to reproduce the 2 situations
I can try and answer more specifically.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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