Re: Portfolio Investment Overlay
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Posted by Mark on July 01, 2004 at 16:22:53:
In Reply to: Re: Portfolio Investment Overlay posted by Dmitry on July 01, 2004 at 15:03:05:
: : Hi Dmitry, : : I don't think Fund Manager currently has what you're asking for. As you
: : mentioned, you can graphically overlay the portfolio value with a
: : hypothetical value of any other investment, as if you had invested all your
: : portfolio money in that investment. We also have a share price version
: : of the same overlay graph. Are you looking for an overlay of the portfolio
: : gain, with the overlay of the hypothetical gain of an investment? Or, maybe
: : you are just looking to see a figure value, as you would see in a report? : : Thanks,
: : Mark : Yes, I'm looking for an overlay of the portfolio gain, with the overlay of the hypothetical gain of an investment? I think it's a sensible measure of the portfoliio prefomance. I'm I right? Graph of ROI over time could be other interesting measure.
: Well, not a big deal, just wanted to leave some feedback.
: Dmitry Hi Dmitry, Appreciate the feedback, I do think it makes sense. I could see a graph
with the portfolio gain, and then the hypothetical gain of any selected
investment if you had invested the same monies into that investment as you
did the total portfolio. It would be similar to the current Portfolio/
Investment(s) Overlay / Value graph type, but plot the gain. Another
variation would be the cost and value, where the gain would be the space
between the cost and value. Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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