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Stock split affects portfolio return percentage


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frusnak
PostPosted: Thu Mar 16, 2006 5:24 am Post subject: Stock split affects portfolio return percentage Reply with quote

CFO
CFO

Joined: 01 Nov 2005

Posts: 3381
This Month: 3
Location: jax.fla transplanted from cleveland,oh.
1840719.51 e$

Net worth: 2,350,719.51
Portfolio Value: 51,600.00
Monthly Return:
-3.48%
Trades this month: 2
Churn Rate: 0.00%

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more...

Palm split 2-1 my return percentage shows -43%.....
whats up? Shocked Confused
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Dave Rathbun
PostPosted: Thu Mar 16, 2006 6:20 am Post subject: Reply with quote

CFO
CFO

Joined: 10 Apr 2005

Posts: 3690
This Month: 0
Location: Texas
395651.75 e$

Net worth: 545,968.75
Portfolio Value: 0.00
Monthly Return:
0.00%
Trades this month: 0
Churn Rate: 0.00%

Items

You should know this, you've been around long enough. Razz Stock splits have to be done manually by Benjamin. Your shares will double and your purchase price will be cut in half, which should correct your portfolio %.
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frusnak
PostPosted: Thu Mar 16, 2006 6:25 am Post subject: Reply with quote

CFO
CFO

Joined: 01 Nov 2005

Posts: 3381
This Month: 3
Location: jax.fla transplanted from cleveland,oh.
1840719.51 e$

Net worth: 2,350,719.51
Portfolio Value: 51,600.00
Monthly Return:
-3.48%
Trades this month: 2
Churn Rate: 0.00%

Items
more...

I know the routine but if you're not aware of the situation how will it be resolved? Shocked Very Happy
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vetelmo
PostPosted: Thu Mar 16, 2006 6:27 am Post subject: Reply with quote

Moderator
Moderator

Joined: 21 Sep 2005

Posts: 4048
This Month: 8
Location: California
67.61 e$

Net worth: 19,743,741.61
Portfolio Value: 19,232,800.00
Monthly Return:
-13.93%
Trades this month: 82
Churn Rate: 83.33%

Items

Yeah you should just know the routine! Rolling Eyes
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Dave Rathbun
PostPosted: Thu Mar 16, 2006 3:31 pm Post subject: Reply with quote

CFO
CFO

Joined: 10 Apr 2005

Posts: 3690
This Month: 0
Location: Texas
395651.75 e$

Net worth: 545,968.75
Portfolio Value: 0.00
Monthly Return:
0.00%
Trades this month: 0
Churn Rate: 0.00%

Items

Sorry, but the way your comment was worded seemed like you didn't know what was goign on. A simple "My stock split, please adjust" would have served just fine. Razz

If Benjamin hasn't done it by this weekend I will get it fixed.
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frusnak
PostPosted: Thu Mar 16, 2006 3:42 pm Post subject: Reply with quote

CFO
CFO

Joined: 01 Nov 2005

Posts: 3381
This Month: 3
Location: jax.fla transplanted from cleveland,oh.
1840719.51 e$

Net worth: 2,350,719.51
Portfolio Value: 51,600.00
Monthly Return:
-3.48%
Trades this month: 2
Churn Rate: 0.00%

Items
more...


Cool, thanks.
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Benjamin
PostPosted: Thu Mar 16, 2006 4:57 pm Post subject: Reply with quote

Administrator
Administrator

Joined: 30 Jan 2005

Posts: 2739
This Month: 0
Location: Chicago
256630.50 e$

Net worth: 256,645.50
Portfolio Value: 0.00
Monthly Return:
0.00%
Trades this month: 0
Churn Rate: 0.00%

Items

I can fix it!

Sorry all I am 1000 miles away from chicago for work this whole week...I haven't had a chance to be on much.

Let me take a shot. Smile
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Dave Rathbun
PostPosted: Thu Mar 16, 2006 5:21 pm Post subject: Reply with quote

CFO
CFO

Joined: 10 Apr 2005

Posts: 3690
This Month: 0
Location: Texas
395651.75 e$

Net worth: 545,968.75
Portfolio Value: 0.00
Monthly Return:
0.00%
Trades this month: 0
Churn Rate: 0.00%

Items

PALM is in the million e$ challenge portfolio as well...
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