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Re: yields

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Posted by Mark on March 08, 2004 at 09:24:17:

In Reply to: yields posted by Bill Loveless on March 07, 2004 at 22:40:12:

: I make another appeal for you to change the yields to actual instead of annualized, they are meaningless. For example, I purchased a stock recently and it has done well, however the 1m yield is 1625.55. Having all the yields annualized does not give me an accurate picture of what is going on in my portfolio. I would also like the momentum numbers we talked about preveiously, but, I would settle for real numbers. Thanks again for this wonderful program that I have used for years. We have many expensive money management programs in the office (I am a CFP), but I rely most heavily on Fund Manager in making porfolio decisions.

: Thanks, Bill

Hi Bill,

Thanks for the feedback, but I would disagree that annualized yields are
meaningless. This tells you how well the investment would perform
if it kept that same performance for a whole year. It is useful to
compare against yields for other terms, as they are all normalized to one year.

I do agree it would be nice to add an option where the yields terms
are not annualized. This is something I hope to get into a future version.

Thanks,
Mark
--
Mark Beiley

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




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