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Old 10-13-2003, 01:49 AM
Cal Learner-- MVP
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Default Re: Money 98 gain

In microsoft.public.money, Mary wrote:

- quote -

> Why is the performance report showing a gain on an
> investment in which I actually have a loss. For example
> Cost 1000
> Div Reinvestment 773
> Total Cost Basis 1773
> Value [at] 9/30 1275
> Performance report showing gain of 275 when it should be a
> loss of 520?


You laid out $1000. You now have $1275. That is a gain-- just not a
capital gain. In the Portfolio view you might notice a Price
Appreciation and Gain column that you can select. The difference is
that Gain includes dividends.

Dividends are real money.


  #-1  
Old 10-13-2003, 01:12 AM
Mary
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Default Money 98 gain

Why is the performance report showing a gain on an
investment in which I actually have a loss. For example

Cost 1000
Div Reinvestment 773
Total Cost Basis 1773
Value [at] 9/30 1275

Performance report showing gain of 275 when it should be a
loss of 520?

Thanks,
Mary

 

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gain, money


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