Re: Initial Value for Port/Invest Overlay Graphs in v5.0

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In Reply to: Re: Initial Value for Port/Invest Overlay Graphs in v5.0 posted by Danny on January 08, 2001 at 19:52:42:

: Thanks for the response Mark. However, I am not sure that this approach is entirely what I am after. I want to know whether my personal investment decisions are out-performing the market and by how much. The "deposits" and "withdrawals" in my portfolio reflect investment decisions that I make in trying to out-perform the market. If I had invested an initial sum in an index fund, I am unlikely to have made the same deposits and withdrawals. In other words, I want to see whether my "active" trading activities perform better than a "passive" buy & hold strategy.

: In one of my current portfolio's I am doing worse than the market index using FM4 with starting value of $100 (I use 100 because it gives an easy percentage calculation) but I am doing better than the market index in FM5.

: This feature was one of the key decisions in deciding to use FM. I will probably get used to the new graph, but am a little disappointed that functionality was actually removed in an upgrade - particularly one that would have no impact on the performance of the application.

Danny,
Okay, I think you've convinced me that the old method had value
that the new method has lost. The old method basically was a "what if
I put all my money in at the beginning and let it ride". The new method
is "what if I put money in/out during the span of the graph". I think
they both offer different insight into how well you did in your portfolio
vs. an individual investment. Let me give it a little more thought, but
I think it makes sense to add the old method back in. The "Portfolio/
Investment(s) Overlay" graph could have two sub-graph types.
Thanks for the helpful feedback.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Re: Initial Value for Port/Invest Overlay Graphs in v5.0 Danny 00:15:12 01/10/01 (0)
• Re: Initial Value for Port/Invest Overlay Graphs in v5.0 Danny 00:15:06 01/10/01 (0)