Re: Reinvesting profits/transfering funds
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Posted by Mark on January 17, 2000 at 20:00:43:
In Reply to: Re: Reinvesting profits/transfering funds posted by Mike Hoopes on January 16, 2000 at 08:06:11:
: : : Mark,
: : : I've enjoyed using this program for a long time! : : : How would be the best way to handle money that I'm reinvesting (i.e., from
: : : taking profits, or rebalancing portfolio), since it's not really new money
: : : being invested. Doing like has been suggested for employer's contributions
: : : (entering an equal, negative amount as commission) is the only one I can
: : : come up with, but perhaps I'm missing something. : : : Thanks,
: : : Mike : : Hi Mike,
: : Why not just enter your purchases regularly, as a buy? : : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager for Windows 3.1x/95/98/NT
: :
: : : Mark,
: Wouldn't that incriment the cost (as in the value-cost graph) total?? The
: money I'm thinking of is not new money being invested, but money aready in this
: total (at least the original funds part of it) : Mike
Hi Mike,
If you make equal redemptions and purchases, this won't affect the
"Historical" cost. You can adjust the cost mode under "Graphs/Options".
Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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