Re: Quarterly vs. annual return.

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Posted by Harry Teder on January 02, 2007 at 22:07:15:

In Reply to: Re: Quarterly vs. annual return. posted by Mark on January 02, 2007 at 15:30:38:

: : 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
Great! Next question: I want to see the quarterly gains in the Master Portfolio. When I set the Report Settings to a Period that corresponds to a quarter, what determines which stocks are shown? I'd like to see the gains within that quarter, including the capital gains (i.e. sold stocks), AND the paper gains for stocks still held. I suppose that requires having Hidden stocks shown as well? Thank you

Replies:

• 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)