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Re: Performance

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Posted by Mark on July 03, 2005 at 13:54:33:

In Reply to: Performance posted by Jim Shaver on July 02, 2005 at 15:19:02:

: The Dow finished down 2.2% for the quarter. The S&P was up .9% and the Nasdaq was up 2.9%. How do we tell how our portfolio did (time weighted ROI)?

Hi Jim,

The ROI Yield would be a good measure. You can get this in either the "Portfolio Performance" report, or the "ROI Yield" report. Of couse, you can also get it in a "Custom" report too...

The ROI yield is a time weighted performance figure on how well your invested dollars performed.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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