Re: Quarterly vs. annual return.

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Posted by Mark on January 03, 2007 at 12:34:57:

In Reply to: Re: Quarterly vs. annual return. posted by Harry Teder on January 02, 2007 at 22:07:15:

: 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

Hi Harry,

The portfolio figures include all investments in that sub-portfolio (including all the way down in the sub-portfolio hierarchy). It doesn't matter whether an investment is hidden or not, they are all included in the portfolio figures.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• 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)