Re: Non-FM Question, Maybe

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In Reply to: Non-FM Question, Maybe posted by Jamie R. on November 28, 2004 at 07:51:52:

: I realize this maybe the wrong forum to post this, but I am trying to find the correct report.

: I would like a report that basically shows which stock/fund is doing better. Some stocks I have owned for a few years longer than others, so they seem to be better preforming. I think this is more of a funtion of time held.

: To be honest, most of the options in the custom report menu seem greek.

: Not be afraid to be honest. If I need to learn more, then say so. You won't hurt my feelings.

: Thanks
: J.

Hi Jamie,

If you'd like to know about the underlying stock/fund, then use the "Fund
Performance Yield" report. This calculates yields on each investment, and factors
in time. The Fund Performance yields are based on the share price
and the distribution per share. They ignore when/how you invested in that
investment.

If you'd like to know about the performance of your money in each
stock/fund, then use the "Return On Investment (ROI) Yield" report.
The ROI yields factor in how much you invested, and when.

Also, you can always choose "Help / Help on Report" from within any report
to get more details on each of the displayed fields.

This is a fine forum for asking these types of questions.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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