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| I have a similar problem. My Cash Reserves account shows a 3 month return of 6% (no way) and a YTD return of 0.4% (probably correct). Yet the downloaded cash movements and dividend payments seem to be correct. "Rich" wrote: - quote - > I recently transfered some stock positions from an E-Trade account to my > Fidelity account. The history of puchases is correct, but the return > calculations are wacko. One loser shows an anualized return of a 100% loss. > Under investment information, only the transfer is shown. But, under "see > investment activities", the various purchases are shown. > What is wrong and how can I fix it? > ...Rich |
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| I recently transfered some stock positions from an E-Trade account to my Fidelity account. The history of puchases is correct, but the return calculations are wacko. One loser shows an anualized return of a 100% loss. Under investment information, only the transfer is shown. But, under "see investment activities", the various purchases are shown. What is wrong and how can I fix it? ....Rich |
| Tags |
| calcs, manager, portfolio, return, sec, transfering |
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