Re: Strange behavior in reports when 50% investment goals

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Posted by Mark on August 05, 2007 at 20:26:41:

In Reply to: Strange behavior in reports when 50% investment goals posted by Luca on August 05, 2007 at 19:47:09:

: Hi,
: I have several investments for which the Investment Goal category is 50% something and 50% something else (i.e. 50% Hedge and 50% Long Term Funds).

: When I run a Portfolio Performance report, with Subtotal = Investment Goal, a strange thing happens: these investment end up having a negative "%Gain-I" and a positive "Yield". Unless I misunderstand something, this cannot be right.

: Thanks,
: .luca

Hi Luca,

If you "list by" investment, do any of your investments exhibit this same trend? Is this only with Investment Goal, or does Asset Type show the same? Do you have a sample investment you could email me, so I can reproduce the report here?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Strange behavior in reports when 50% investment goals Luca 08:58:27 08/06/07 (2)
  • Re: Strange behavior in reports when 50% investment goals Mark 10:49:55 08/06/07 (1)
    • Re: Strange behavior in reports when 50% investment goals Luca 19:33:01 08/06/07 (0)