by admin | Nov 3, 2010 | Investment Performance Guy, News
Earlier this week I posted on calculating returns for employee stock purchases and promised that this would be addressed at length in this month’s newsletter. Well, our friend (and frequent commenter to this blog) sent me a note, which I want to share with you:...
by admin | Nov 1, 2010 | Investment Performance Guy, News
I got an e-mail question on Friday with the following request: We have a discount stock plan at our firm. You can buy discounted stock at the end of each quarter and can sell it immediately for a 15% profit. The question arises about what your annual return would be....
by admin | Oct 26, 2010 | Investment Performance Guy, News
I recently came across the attached clip from USA Today, which was actually published several years ago (I had saved it). While it may be a bit hard to read, what we are seeing is that one of the judges asked a contestant to “tone it down,” which he did....
by admin | Oct 23, 2010 | Investment Performance Guy, News
As someone who loves to write, I learned a long time ago that there really is no such thing as “writing,” per se; rather it’s rewriting. One must be prepared to write, revise, and revise again. Often with letters and reports I do this many, many...
by admin | Oct 22, 2010 | Investment Performance Guy, News
This week I’m reviewing a software vendor client’s system and saw that they used a version of Modified Dietz which we typically don’t see. Here’s the normal form: and here’s what they use: In reality they will provide the same result so...
by admin | Oct 7, 2010 | Investment Performance Guy, News
I have become increasingly aware of how the term “audited” is often used. Several of our clients refer to their performance returns as “audited” or “unaudited.” But are they actually “audited”? In most cases, no. Clearly...
