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

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Posted by Danny on January 10, 2001 at 00:15:06:

In Reply to: Re: Initial Value for Port/Invest Overlay Graphs in v5.0 posted by Mark on January 08, 2001 at 22:11:05:

: : 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


I think the two sub-graphs would be ideal! Now, is there any way to get more than one graph window in a portfolio....(better not push my luck).

Honestly, thanks for considering my point of view - I hope I'm not the only one who benefits!

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