Re: weighted performance figures in reports?

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In Reply to: weighted performance figures in reports? posted by L. Larson on February 06, 2000 at 13:31:53:

: Continuing to use the reports feature more, however have an option that could be useful. THe reports give me the performance of individual stox and MF, and overall totals at bottom of page.
: HOWEVER
: those overall totals are quite misleading. One often wants a WEIGHTED total, in other words performance for each fund based on its relative weight of money invested in that fund compared to their overall portfolio.
: I use such in my spreadsheet but it would be a useful optional column in such as Portfolio Performance, and posssibly others if possible? And/or a weighted yield for the time period since one owned the fund?

: Again, the pure individual numbers are useful, but weighted return based on the individual fund return factored by the amount of $ invested in that fund vs. the $ in the entire folio.

: Thanx for your consideration

: Lars

Hello Lars,
Thanks for the feedback. Where it makes sense, FM does offer the
equivalent of weighted numbers. For instance, the portfolio based ROI
is weighted by the transactions/balances in each investment. If you
see a particular field that would make sense to report weighted, that isn't
currently, please let us know.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Re: weighted performance figures in reports? L.Larson 10:05:27 02/26/00 (0)