Re: % Returns Inaccurately Reported with Large Cash Deposits

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Posted by Mark on September 07, 2007 at 10:20:22:

In Reply to: % Returns Inaccurately Reported with Large Cash Deposits posted by Steve on September 07, 2007 at 01:38:51:

: Mark,

: As a follow up to my last inquiry about inaccurate return calculations, I understand what you're saying about the % Gain calculations, but the ROI numbers are also pretty far off.

: To illustrate, I have an account that carried approximately $119,000 for 6 months, prior to an addition of $200,000 moved to money markets. Most of the $200,000 remained in money markets whereas the 119,000 morphed into $136,000 at year's end. In other words, the account's total value at year end was $336,000. But according to Fund Manager, the ROI at 1 yr and ROI btw (for July 2006 and July 2007) were 161% and 160% respectively. Can you help me properly account for an accurate ROI calculation?

: Thanks.

Hi Steve,

Maybe you can email me this investment file, and the date range in question. I can then take a better look.

To get our email address for an attachment, just fill out the contact form, with any simple message, and once you submit, you'll see a real email address.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 12:33:58 09/07/07 (4)
  • Re: % Returns Inaccurately Reported with Large Cash Deposits Mark 12:51:44 09/07/07 (3)
    • Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 14:19:55 09/07/07 (2)
      • Re: % Returns Inaccurately Reported with Large Cash Deposits Mark 19:07:37 09/07/07 (1)
        • Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 21:36:27 09/07/07 (0)