Re: Quarterly vs. annual return.

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on January 02, 2007 at 15:30:38:

In Reply to: Re: Quarterly vs. annual return. posted by Harry Teder on January 02, 2007 at 13:50:01:

: No, %Gain (end) is the right one, but I'm wondering whether the sum below line (above double line) is weighted to the $ amount of each investment? Ie., is that the weighted % gain for the portfolio, calculated from the inception of each individual stock to report end date?

Hi Harry,

Yes, this is correct. The %Gain (end) for portfolios is the value weighted %Gain from each investment's inception to the ending report date.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Quarterly vs. annual return. Harry Teder 22:07:15 01/02/07 (7)
  • Re: Quarterly vs. annual return. Mark 12:34:57 01/03/07 (6)
    • Re: Quarterly vs. annual return. Harry Teder 16:21:29 01/04/07 (5)
      • Re: Quarterly vs. annual return. Mark 18:12:05 01/04/07 (4)
        • Re: Quarterly vs. annual return. Harry Teder 14:18:40 01/06/07 (3)
          • Re: Quarterly vs. annual return. Mark 09:56:23 01/07/07 (2)
            • Re: Quarterly vs. annual return. Harry Teder 11:48:35 01/09/07 (1)
              • Re: Quarterly vs. annual return. Mark 12:00:40 01/09/07 (0)