Investment portfolios for 401k & IRA Roth made simple › Forums › FAQ › Portfolio Builder – Old › Reply To: Portfolio Builder – Old
We just received the monthly emails for all strategies. These emails report YTD performance numbers.
When I go to the Online Portfolio Builder and choose the Custom option and if I select 100% toward MYRS, the numbers for YTD performance in the table below the chart are smaller than YTD returns reported in the emails.
MYRS – Online tool shows 37.57%. Email says it is 43.96%.
Please fix the Online Portfolio Builder to reflect the correct numbers. This is a valuable tool.