Cash/Money Markets Included in Return Measures

[ Message Board ] [ Archives ] [ Search ]

Posted by SS on February 24, 2007 at 12:18:10:

Mark,

All the money market or cash transactions in my portfolio reports are creating wildly inaccurate portfolio return numbers. This has never happened with other reports generated over the past year that I've been using this software, so I'm not sure what I'm doing wrong.

My preference is to simply not include any cash balance changes in the return numbers, as the cash changes creates a year-end tally of -34% or so, which is included amongst the stock investments to create an inaccurately low total return. But I want the cash.money market BALANCE to be included in the reports.

If possible, please instruct how to resolve this problem.

Replies:

• Re: Cash/Money Markets Included in Return Measures SS 12:39:50 02/24/07 (3)
  • Re: Cash/Money Markets Included in Return Measures Mark 18:44:08 02/24/07 (2)
    • Re: Cash/Money Markets Included in Return Measures SS 11:30:13 02/27/07 (1)
      • Re: Cash/Money Markets Included in Return Measures Mark 13:28:08 02/27/07 (0)