Re: a FACTORED balue/return

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In Reply to: a FACTORED balue/return posted by Laurence Larson on May 18, 2005 at 15:49:32:

: I have THREE stocks
: A 100 shares at $50sh = $5k
: B 50 shares at $80sh = $4k
: C 30 shares at $150sh = $4.5k

: total investment = $13.5k

: Now I can do a dozen reports
: HOWEVER

: I am unable to get/deal with which of those three (and in the case of my real portfolio lets say 40 stox and MF) to determine FOR MY FOLIO, WHAT THE REAL WORLD RELATIVE GAIN OR COST OR _______ IS FOR ANY OR ALL of the investments. I dont give a rip if a loser of which I have only 100 sh is, if its only 1.5 % of my total investment. But I do care what the RETURN RELATIVE TO MY FOLIO IS.
: Its THAT value/cost whatever that I should make decisions on, perhaps you can enlighten me how I can do that simple calculation within FM.
: I mean WITHOUR popping the report numbers into a spreadsheet.........

: THANKS, I hope there is a way...............

: Lars

: yours for continued NON NUMBERCRUNCHER, NON AUDITOR, and NON TAX CONSULTANT information with FM. Dont forget the system to allow one to do overlaid investment chart but using the first Purchase, not the starting point of my data which may be 5 yes sprior to every buying a share....

Hi Lars,

I'm not clear on exactly which figure you're looking for, but a good measure of performance is the ROI yield. It factors in when and how much you purchased. This figure is available for both your individual investments, as well as for the total portfolio. When you look at the ROI yield for the total portfolio it is weighted by how much you invested in each investment, so if you were heavily invested in a stock that went up 1%, and only slightly invested in a stock that went up 50%, your returns would be much close to the 1% number.

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

Replies:

• Re: a FACTORED balue/return Laurence Larson 06:57:51 05/19/05 (0)