Reply To: Portfolio Builder – Old

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Reply To: Portfolio Builder – Old2017-09-30T15:55:19+00:00
Sunil Bhatia
Participant
Post count: 27

Hello Alex,

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.

Example:
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.

Thanks.