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  #7  
Old 01-22-2008, 07:10 PM
Ron Rosenfeld
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Default Re: M2007 Portfolio Review

On Tue, 22 Jan 2008 13:30:14 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, Ron Rosenfeld wrote:
> > On Tue, 22 Jan 2008 12:45:08 -0600, Cal Learner-- MVP
> > <via_newsgroup[at]please.tnx> wrote:
> > > > In microsoft.public.money, Ron Rosenfeld wrote:
> > > > > > I rarely look at this report. Today I noted that the Performance section shows
> > > > 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.

> <snip> > > I don't believe I wrote that I had zero quantities for any of my investments.
> It is common to have zero quantity of DJIA and the S&P500, but I was
> looking to the wrong section anyway. Zero quantities should not
> matter for that section. That page is rather upsetting. I wish I had
> zero percent YTD.
> > > But since some think it transient, let me try again ... Hmmm nothing.
> > > One more thing.
> > > AhHa! Both DJIA and SP500 were DEselected in my list of "Pick Quotes to

> > Download"

> Interesting. If the account those are "held" in is a watch account,
> I don't think they are supposed to auto-deselect.


That may be true, but some time back I had deleted my watch accounts. I
reinitiated them, and set up the SP500 and DJIA as investments in there.
--ron
  #6  
Old 01-22-2008, 06:30 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: M2007 Portfolio Review

In microsoft.public.money, Ron Rosenfeld wrote:

- quote -

> On Tue, 22 Jan 2008 12:45:08 -0600, Cal Learner-- MVP
> <via_newsgroup[at]please.tnx> wrote:
> > In microsoft.public.money, Ron Rosenfeld wrote:
> > > > I rarely look at this report. Today I noted that the Performance section shows
> > > 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.

<snip
> I don't believe I wrote that I had zero quantities for any of my investments.


It is common to have zero quantity of DJIA and the S&P500, but I was
looking to the wrong section anyway. Zero quantities should not
matter for that section. That page is rather upsetting. I wish I had
zero percent YTD.


- quote -

> But since some think it transient, let me try again ... Hmmm nothing.
> One more thing.
> AhHa! Both DJIA and SP500 were DEselected in my list of "Pick Quotes to
> Download"


Interesting. If the account those are "held" in is a watch account,
I don't think they are supposed to auto-deselect.




  #5  
Old 01-22-2008, 06:10 PM
Ron Rosenfeld
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Posts: n/a
Default Re: M2007 Portfolio Review

On Tue, 22 Jan 2008 12:45:08 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, Ron Rosenfeld wrote:
> > I rarely look at this report. Today I noted that the Performance section shows
> > 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.
> > > That is incorrect and I wonder what I have done to do this??

> The zeros were transient for me. Perhaps a slow fetch of quotes.
> However if you have zero quantities for all investments, I expect
> zeros for Portfolio performance. If you were to put in a back-dated
> Buy, maybe even in an index, I suspect you would see non-zero
> numbers.


I don't believe I wrote that I had zero quantities for any of my investments.

But since some think it transient, let me try again ... Hmmm nothing.

One more thing.

AhHa! Both DJIA and SP500 were DEselected in my list of "Pick Quotes to
Download"
--ron
  #4  
Old 01-22-2008, 05:45 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: M2007 Portfolio Review

In microsoft.public.money, Ron Rosenfeld wrote:

- quote -

> I rarely look at this report. Today I noted that the Performance section shows
> 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.
> That is incorrect and I wonder what I have done to do this??


The zeros were transient for me. Perhaps a slow fetch of quotes.

However if you have zero quantities for all investments, I expect
zeros for Portfolio performance. If you were to put in a back-dated
Buy, maybe even in an index, I suspect you would see non-zero
numbers.


  #3  
Old 01-22-2008, 05:37 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: M2007 Portfolio Review

In microsoft.public.money, gyropilot wrote:

- quote -

> On Jan 22, 10:11*am, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
> > I found it at Portfolio-> ReviewPortfolio. I don't use that, but I
> > tried it. It's zeroed for me too with Money Plus on Vista. It shows
> > non-zero values and pie charts on Money 2007 on XP. I wonder if it
> > is a firewall thing.

> This report works perfectly on my Windows XP machine too with Money
> Plus Deluxe and when either using Windows Live OneCare or ZoneAlarm as
> a firewall.


It is now showing values with the Money Plus on Vista. I now suspect
it was a transient quote server thing.
  #2  
Old 01-22-2008, 05:31 PM
Ron Rosenfeld
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Posts: n/a
Default Re: M2007 Portfolio Review

On Tue, 22 Jan 2008 12:11:17 -0600, Cal Learner-- MVP
<via_newsgroup[at]please.tnx> wrote:

- quote -

> In microsoft.public.money, Ron Rosenfeld wrote:
> > I rarely look at this report. Today I noted that the Performance section shows
> > 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.
> > > That is incorrect and I wonder what I have done to do this??

> I found it at Portfolio-> ReviewPortfolio. I don't use that, but I
> tried it. It's zeroed for me too with Money Plus on Vista. It shows
> non-zero values and pie charts on Money 2007 on XP. I wonder if it
> is a firewall thing.


Thanks, Cal. Hopefully someone else will know what's going on. It'd be
strange for it to be a firewall thing, I think. My Money 2007 is running under
XP Also.
--ron
  #1  
Old 01-22-2008, 05:26 PM
gyropilot
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Posts: n/a
Default Re: M2007 Portfolio Review

On Jan 22, 10:11*am, Cal Learner-- MVP <via_newsgr...[at]please.tnxwrote:

- quote -

> I found it at Portfolio-> ReviewPortfolio. I don't use that, but I
> tried it. It's zeroed for me too with Money Plus on Vista. It shows
> non-zero values and pie charts on Money 2007 on XP. I wonder if it
> is a firewall thing.


This report works perfectly on my Windows XP machine too with Money
Plus Deluxe and when either using Windows Live OneCare or ZoneAlarm as
a firewall.

Regards,

John L.
 
Old 01-22-2008, 05:11 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: M2007 Portfolio Review

In microsoft.public.money, Ron Rosenfeld wrote:

- quote -

> I rarely look at this report. Today I noted that the Performance section shows
> 0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.
> That is incorrect and I wonder what I have done to do this??


I found it at Portfolio-> ReviewPortfolio. I don't use that, but I
tried it. It's zeroed for me too with Money Plus on Vista. It shows
non-zero values and pie charts on Money 2007 on XP. I wonder if it
is a firewall thing.
  #-1  
Old 01-22-2008, 12:49 PM
Ron Rosenfeld
Guest
 
Posts: n/a
Default M2007 Portfolio Review

I rarely look at this report. Today I noted that the Performance section shows
0.00% appreciation for the DJIA and the S&P500 for both YTD and Last 12 months.

That is incorrect and I wonder what I have done to do this??

Thanks.



--ron
 

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m2007, portfolio, review
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