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Old 06-03-2006, 06:12 AM
lostinchina
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Default RE: Return calcs in Portfolio Manager way off after transfering in sec

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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Old 06-02-2006, 02:40 AM
Rich
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Default Return calcs in Portfolio Manager way off after transfering in sec

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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