SCOUG-SundialSIG Mailing List Archives

<< Previous Message << >> Next Message >>

Date:	Thu, 3 May 2001 21:58:32 PDT
From:	John Hlavac <jhlavac@flash.net >
Reply-To:	scoug-sundialsig@scoug.com
To:	scoug-sundialsig@scoug.com
Subject:	SCOUG-SundialSIG: I looked around.

Content Type: text/plain

Sorry, I don't know regression.

I'll be happy to get the percentages so that everyone is on a even
playing field.

It seems as though everyone does percentages differently just to confuse
the client. Some use APYE, some use interest compounded quarterly,
some monthly, some daily.
Interest paid in monthly increments can't be easily compared to interest
paid quarterly, or biannually.

Finally I threw in the towel and decided that I'll calculate the
percentage.

How do you recommend dealing with this?

My original intent was to generate a spreadsheet that would reflect the
last quarter's results rather than something updated daily. It seems
to me that it makes a little more sense to start with the easy stuff and
work up to the more sophisticated stuff. I realize it'll be very boring
for you and Steven.

- John

Peter Skye wrote:
>
> John Hlavac wrote:
> >
> > Right now, I'm working with a worksheet that has three
> > main sections. The left hand side has the percentage
> > increase (or decrease lately) columns. 5yrs, 3yrs, 1yr,
> > 9months, 6months, & 3 months. The middle section is the
> > investment name and account number. The remaining columns
> > are devoted to fund totals with the most recent numbers
> > adjacent to the info section.
>
> Sounds to me like you're doing it right, John. The very first version
> of my own investment system was done as a spreadsheet, and I used
> something called "regression" to test various methods of investing.
>
> Spreadsheets are great for developing ideas because you constantly see
> what you are creating. And Mesa 2 has excellent graphics for charting
> and further visualizing.
>
> - Peter
>
> =====================================================
>
> To unsubscribe from this list, send an email message
> to "steward@scoug.com". In the body of the message,
> put the command "unsubscribe scoug-sundialsig".
>
> For problems, contact the list owner at
> "rollin@scoug.com".
>
> =====================================================

=====================================================

To unsubscribe from this list, send an email message
to "steward@scoug.com". In the body of the message,
put the command "unsubscribe scoug-sundialsig".

For problems, contact the list owner at
"rollin@scoug.com".

=====================================================

Return to [ 03 | May | 2001 ]

SCOUG, Warp Expo West, and Warpfest are trademarks of the Southern California OS/2 User Group. OS/2, Workplace Shell, and IBM are registered trademarks of International Business Machines Corporation. All other trademarks remain the property of their respective owners.