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Long term portfolio performance--is ROI the right way?

Questions on using, creating, or understanding data in Fund Manager reports.

Postby tomseeley » Tue Apr 19, 2022 10:41 am

I think I know the answer to this but I'll ask anyway. I have years of data for every fund I've ever owned, and I want to know how it all has behaved over at least the past decade or so.

I think the best way to do it is to create a profile I'd call AllIn and load every investment I've owned over the desired time frame. I know that'll be a lot of data entry, but I'm up to it!

Then, once I've built that portfolio, I use the ROI report to see how it all has behaved over the past ten years; right?
tomseeley
 
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Postby Mark » Tue Apr 19, 2022 11:47 am

Hi tomseeley,

Yes, ROI is an excellent measure of performance. If you've already recorded these investments in FM, there is no need to re-enter all of the historical data though?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby tomseeley » Thu Apr 21, 2022 5:44 am

Thank you. I’ve got most of the data entered so it won’t be a pblm to finish up the task.
tomseeley
 
Posts: 34
Joined: Fri Feb 29, 2008 5:50 am


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