Re: Portfolio performance ?

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In Reply to: Re: Portfolio performance ? posted by Dave Bergeron on March 03, 2000 at 17:53:55:

: : : For an investment, I invested 3345,50$ according to the program and it has
: : : an End Value of 8950,00$ (which is correct).

: : : BUT, the %Gain-l percentage reports a 62.23 % gain.

: : : Shouldn't it be more like 110 % ? What could cause this percentage to
: : : be incorrect ?

: : : Thanks,

: : :
: : : Dave

: : Hi Dave,
: : What date range is this %Gain-I calculation for? This determines
: : the starting/ending values used in the calculation.

:
: Hi Mark !

: I tried the performance report again a few times making sure the date range
: was okay. It still reports the same problematic percentage gain. I bought and
: sold the concerned stock two times, i'm owning is for the third time now. Maybe
: it has something to do with this ?

: Thanks for your help Mark. Please do not hesisate to ask for the investment
: .DAT file if you think it could help you in solving my problem.

:
: Dave

Dave,
Yes, buying and selling can affect the %Gain-I. From within the
Portfolio Performance report select "Help/Help on Report", and then
click on the link for "%Gain-I" to see the formula used.

Thanks,
Mark
--
Mark Beiley

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

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