Percent of Total

Glenn A. Jenner on

Hi when I ran my last Valuation the "Percent of Total" is no
longer there. I do not think I changed anything. Does anyone
have any ideas? Glenn

Stuart Lange on

I just checked our club's report and it is there.

On Wed, Jul 28, 2021 at 7:02 PM Glenn A. Jenner via bivio.com <user*23860600001@bivio.com> wrote:

Hi when I ran my last Valuation the "Percent of Total" is no
longer there. I do not think I changed anything. Does anyone
have any ideas? Glenn

Laurie Frederiksen on

If you have a short position, percentages are not displayed.

If something is shorted then it has a negative percentage. That would cause the other items to sum to over 100%. So it is misleading to display percentages when you have short positions in your portfolio.

Laurie Frederiksen
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On Wed, Jul 28, 2021 at 7:33 PM Stuart Lange via bivio.com <user*25028600001@bivio.com> wrote:

I just checked our club's report and it is there.

On Wed, Jul 28, 2021 at 7:02 PM Glenn A. Jenner via bivio.com <user*23860600001@bivio.com> wrote:
Hi when I ran my last Valuation the "Percent of Total" is no
longer there. I do not think I changed anything. Does anyone
have any ideas? Glenn

Glenn Jenner on

Thank you very much and we do have a short position so that answers my question. Thanks for your help,

Glenn

On Jul 29, 2021, at 10:41 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

If you have a short position, percentages are not displayed.
If something is shorted then it has a negative percentage. That would cause the other items to sum to over 100%. So it is misleading to display percentages when you have short positions in your portfolio.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Jul 28, 2021 at 7:33 PM Stuart Lange via bivio.com <user*25028600001@bivio.com> wrote:
I just checked our club's report and it is there.

On Wed, Jul 28, 2021 at 7:02 PM Glenn A. Jenner via bivio.com <user*23860600001@bivio.com> wrote:
Hi when I ran my last Valuation the "Percent of Total" is no
longer there. I do not think I changed anything. Does anyone
have any ideas? Glenn

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