Does bivio show the annual rate of return for each stock? I
know it shows the annualized rate , but I believe they are
different.
Kevin Gillogly on
Yes, they do.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
Does bivio show the annual rate of return for each stock? I
know it shows the annualized rate , but I believe they are
different.
John Rice on
Kevin didn't mention that you need to change the date to the year that you want to get. Make sure that you do a full year otherwise I believe the annual rate will be incorrect.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
Does bivio show the annual rate of return for each stock? I
know it shows the annualized rate , but I believe they are
different.
selma schohn on
I belong to Pamplona and somehow my name has been associated with your club. I've been on your email chain and I feel like an intruder:) Please remove me from your thread on bivio.
Thank you,
Selma Schohn
Sent from my iPhone
On Mar 16, 2024, at 4:19 PM, John Rice via bivio.com <user*24380400001@bivio.com> wrote:
Kevin didn't mention that you need to change the date to the year that you want to get. Make sure that you do a full year otherwise I believe the annual rate will be incorrect.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
I belong to Pamplona and somehow my name has been associated with your club. I've been on your email chain and I feel like an intruder:) Please remove me from your thread on bivio.
Kevin didn't mention that you need to change the date to the year that you want to get. Make sure that you do a full year otherwise I believe the annual rate will be incorrect.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
I belong to Pamplona and somehow my name has been associated with your club. I've been on your email chain and I feel like an intruder:) Please remove me from your thread on bivio.
Kevin didn't mention that you need to change the date to the year that you want to get. Make sure that you do a full year otherwise I believe the annual rate will be incorrect.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
I belong to Pamplona and somehow my name has been associated with your club. I've been on your email chain and I feel like an intruder:) Please remove me from your thread on bivio.
Kevin didn't mention that you need to change the date to the year that you want to get. Make sure that you do a full year otherwise I believe the annual rate will be incorrect.
From the main page look for the link to "reports". Same place where you can see your valuation statement. Directly to the right of the valuation statement is a link to "investment performance". That will show you the annualized rate of return for each stock.
Why is year to date stock performance on bivio not correct.
Jack Ranby on
Ron, you need to give more detail about what you are comparing other than just saying "not correct."
I assume you are talking about the Bivio report tool Investment Performance, which calculates the annualized internal rate of return of the club's investment in a stock on the start date as well as any dividends received during the period. What tool are you using to compare with the bivio tool that results in a difference?
For example: I used our club's ownership of Microsoft shares. Based on the value of the holding on 1 January 2024 plus the dividend received on 14 March 2024, bivio calculates an annualized internal rate of return of 27. 8% through last Friday.
If I look at Microsoft in Schwab, it reports that the shares have increased in value by 30.28% year to date. The numbers are different because it is comparing apples to oranges. The Schwab number is not an annualized internal rate of return, it is the raw per centum increase in share price during the period..
For folks, including bivio support, to answer your question intelligently, you need to give a fuller explanation about what you are comparing the bivio number to, and whether you understand the concept of internal rate of return versus the raw per centum increase in stock price.
Jack Ranby.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Ronald Spillman via bivio.com Sent: Sunday, 28 April, 2024 16:24 To: club_cafe@bivio.com Subject: Re: [club_cafe] Re: Annual rate of return
When you change the date to Jan 1 to date it is not correct.