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Posted by jo on January 25, 2007, 2:52 pm
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> jo wrote:
> > John Pollard wrote:
> >> jo wrote:
> >>> Now as to the other issues: In my Portfolio view, it
> >>> isn't that one account is hidden or configured
> >>> differently. All my accounts are in the View, but only
> >>> one shows 5 year returns. Both of them show 1, and 3
> >>> year returns. I can't think of what could cause
> >>> this. Can you?
> >> Off the top of my head: only that maybe you haven't
> >> owned any securities in the account for 5 years ... or
> >> that the securities you have owned in that account for 5
> >> years are not selected to appear in the view.
> > No, if you remember from my first description, I have had
> > all the securities in question for more than 5 years,
> > some even more then 10. All my securities from both
> > brokerages are selected to appear in the view, or they
> > wouldn't be showing their 1 and 3 year returns. It
> > shouldn't matter that the securities in the brokerage
> > that do show a 5 year return are mutual funds and the
> > ones in the other brokerage are stocks,bonds, unit
> > trusts, etc but that happens to be the case.
>
> > I can't think of any creative pattern that could cause
> > this, so maybe I'll post it as a separate thread for all
> > to contribute to.I assume you are talking about "Average Annual Return".
>
> There is at least one reason why you might not see Average
> Annual Return for a security for which you have very old buy
> transactions.
>
> If you have entered a corporate spinoff in Quicken, and kept the
> transactions that Quicken generated for that spinoff (which
> would include one buy transaction for each lot of the company
> doing the spinning off) those Quicken generated buy transactions
> may have very old dates, but they are not included in Average
> Annual Returns until the appropriate length of time following
> the spinoff; presumably because you did not really own those
> shares until the date of the spinoff.
>
> You can also see the effect in a Net Worth report customized to
> show "Account Detail" with in interval of, say, "Year". You may
> have those buy transactions generated by the Corporate spinoff
> going back decades, but Quicken's Net Worth report will not show
> any value for the spun off company until the date of the
> spinoff.
>
> As I said, I can't imagine that this is the explantion for all
> securities you hold at a single brokerage, but it can explain
> apparent "missing" Average Annual Returns for a spunoff
> security.
>
> --
I have some spin offs, but those are a small part of the portfolio.
ALL my securities show no 5 year avg annual return. I'm going to start
a separate thread on this.
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup- Hide quoted text -- Show quoted text -
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