UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next
Author: CABob Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3687  
Subject: Re: Quicken Investment Performance Reports Date: 1/9/2012 2:18 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
I am not too familiar with Quicken, but would point out that there is a Quicken message board at http://boards.fool.com/mastering-quicken-113641.aspx that may help.
OTOH perhaps you should look it your situation a bit differently. Each reinvestment of dividends is a new purchase of the investment so I think that Quicken may be reporting what is appropriate.
Suppose you were instead depositing the dividends into a money market account rather than reinvested? Then you could look at the value of the investment and MM account and get the information you wanted. Now suppose you periodically took money from the MM account and bought more of the investment. In this case Quicken would be tracking the new purchase just as it should. You have just taken a shortcut by reinvesting the dividend. Once the purchase has been made it is not too significant whether the purchase was made from money received from dividends or from money taken from under your mattress.
After all, it is the total return that is of interest not specifically whether the gain is from the initial purchase or from subsequent purchases or from dividends.

Just some thoughts,
Bob
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next

Announcements

Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

The Story Behind the Story
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement