Prev: Quicken 2010 Release 8 is out.
Next: Should I install Q2010 or continue with Q2009?
From: ps56k on 10 Mar 2010 10:37
In looking at our Investing tab portfolio holdings,
I usually review the % gain to see how things are doing.
This reflects the stock/fund price gain/loss,
which usually indicates how the investment is performing.

However - in a couple of situations,
this is not the total truth - as in high divs -

Is there another way to see how the "total return"
of investments - to get a better picture of how things are totally
performing ?

In certain cases, the price may not fluctuate hardly at all,
and the performance is totally with the divs.


--
----------------------------------
"If everything seems to be going well,
you have obviously overlooked something." - Steven Wright


From: ps56k on 10 Mar 2010 10:39

"ps56k" <pschuman_no_spam_me(a)interserv.com> wrote in message
news:hn8ebg$7s7$1(a)news.eternal-september.org...
> In looking at our Investing tab portfolio holdings,
> I usually review the % gain to see how things are doing.
> This reflects the stock/fund price gain/loss,
> which usually indicates how the investment is performing.
>
> However - in a couple of situations,
> this is not the total truth - as in high divs -
>
> Is there another way to see how the "total return"
> of investments - to get a better picture of how things are totally
> performing ?
>
> In certain cases, the price may not fluctuate hardly at all,
> and the performance is totally with the divs.
>
forgot - two examples would be money market fund - fixed price of $1.00
along with high yield bond funds or high yield stocks.


From: Mr.Jan on 11 Mar 2010 03:35
On Mar 10, 10:39 am, "ps56k" <pschuman_no_spam...(a)interserv.com>
wrote:
> "ps56k" <pschuman_no_spam...(a)interserv.com> wrote in message
>
> news:hn8ebg$7s7$1(a)news.eternal-september.org...> In looking at our Investing tab portfolio holdings,
> > I usually review the % gain to see how things are doing.
> > This reflects the stock/fund price gain/loss,
> > which usually indicates how the investment is performing.
>
> > However - in a couple of situations,
> > this is not the total truth - as in high divs -
>
> > Is there another way to see how the "total return"
> > of investments - to get a better picture of how things are totally
> > performing ?
>
> > In certain cases, the price may not fluctuate hardly at all,
> > and the performance is totally with the divs.
>
> forgot - two examples would be money market fund - fixed price of $1.00
> along with high yield bond funds or high yield stocks.

I use the returns with is the internal rate of return. It takes total
return including dividends paid and accounts for the time value of
money. It does not work well for investments under a year and it does
not take into account dividends expected but not paid.
From: ps56k on 11 Mar 2010 13:22

"Mr.Jan" <jan.hertzsch(a)gmail.com> wrote in message
news:e03a5e0b-9077-4de5-9ef1-8e507db05ae2(a)g4g2000yqa.googlegroups.com...
On Mar 10, 10:39 am, "ps56k" <pschuman_no_spam...(a)interserv.com>
wrote:
> "ps56k" <pschuman_no_spam...(a)interserv.com> wrote in message
>
> news:hn8ebg$7s7$1(a)news.eternal-september.org...> In looking at our
> Investing tab portfolio holdings,
> > I usually review the % gain to see how things are doing.
> > This reflects the stock/fund price gain/loss,
> > which usually indicates how the investment is performing.
>
> > However - in a couple of situations,
> > this is not the total truth - as in high divs -
>
> > Is there another way to see how the "total return"
> > of investments - to get a better picture of how things are totally
> > performing ?
>
> > In certain cases, the price may not fluctuate hardly at all,
> > and the performance is totally with the divs.
>
> forgot - two examples would be money market fund - fixed price of $1.00
> along with high yield bond funds or high yield stocks.

I use the returns with is the internal rate of return. It takes total
return including dividends paid and accounts for the time value of
money. It does not work well for investments under a year and it does
not take into account dividends expected but not paid.
-------
Where can I see that - IRR with Quicken 2009 ?

On my Investing -> account display screen with the holdings,
I have the dropdown for -> Value, Recent Perf, Historical Perf, and Tax
Implications
and the display is not customizable....


From: ps56k on 11 Mar 2010 13:40
hmmm -
I have Q2009 dlx -
Here is the info I found -

Click on Investing tab -
Click on Portfolio view tab -
this shows all invesntments,
and the Show box has a dropdown for Value
I may have Customized this at some point,
as the Average Annual Return is shown as column 8

tnx -


 | 
Pages: 1
Prev: Quicken 2010 Release 8 is out.
Next: Should I install Q2010 or continue with Q2009?