11.08.2009

Portfolio Update 11/6/09: Sorry I Am

I haven't posted in a long time. I'll never be able to tell you how Sorry I Am.



Lots of ups and downs over the last few weeks leave us pretty close to where we were when I last checked in.Up until August of this year, Morningstar had my original cost at 50,000, the original amount I hypothetically invested in each portfolio. I just noticed that the "Original Cost" has been rising. I wonder if Morningstar is now adding reinvested dividends to the original cost column. That is how one should calculate the basis for non-retirement investmens, but it kinda sucks that Morningstar changed how their portfolio tracker behaves without communicating with its customers...



WylieMoney Slowly
Lazy 20 Mostly Index

WylieMoney Mostly Managed

ETF 20

Three Fund Index

S&P 500




3 comments:

David Jones said...

What has changed to make me think the system is better now that it was 2 years ago?

Why should I tie up my pennies to make the rich richer?

mutual fund nav said...

Thanks for these analysis. Hoping to get more updates from you. :)

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