03-26-2008, 02:22 PM
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 Re: portfolio column equity In microsoft.public.money, Charlie12345 wrote: - quote - > What does the portfolio column 'Equity' show and/or how is it calulated.
For a regular stock it would normally match the MarketValue Column.For a bond, it would typically be zero. For a balanced mutual fund, it should represent that portion of MarketValue that the fund holds in stocks (equities). - quote - > e.g., I have an investment that has a cost basis lower than current market
Sounds like a mutual fund that holds bonds.> value, and has paid dividends, but the column Equity shows a value less the > original. |
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#-1
03-26-2008, 01:17 PM
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| portfolio column equity What does the portfolio column 'Equity' show and/or how is it calulated. e.g., I have an investment that has a cost basis lower than current market value, and has paid dividends, but the column Equity shows a value less the original. -- Thanks, Charlie |
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| column, equity, portfolio |
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