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ladelfina · 08-02-2006, 10:54 AM

I am not sure that any brokerage will give you the kind of ROI or IRR figures that you need to assess your holdings clearly. They WILL tell you 'gains' (i.e., PRICE gains and PRICE losses). They won't tell you how you are doing once dividend payouts are in the picture.

That's a BIG oversight, IMHO. Some of my big 'losers', even going negative according to Schwab, are doing fine at 8-9%/annum once you factor in dividends, which they don't.

I'm happy to have someone prove me wrong if that type of analysis is truely available on eTrade. Until then I would rely on Quicken or Excel.

08-02-2006, 10:54 AM	#11
ladelfina Thinks s/he gets paid by the post Join Date: Oct 2005 Posts: 2,713	I am not sure that any brokerage will give you the kind of ROI or IRR figures that you need to assess your holdings clearly. They WILL tell you 'gains' (i.e., PRICE gains and PRICE losses). They won't tell you how you are doing once dividend payouts are in the picture. That's a BIG oversight, IMHO. Some of my big 'losers', even going negative according to Schwab, are doing fine at 8-9%/annum once you factor in dividends, which they don't. I'm happy to have someone prove me wrong if that type of analysis is truely available on eTrade. Until then I would rely on Quicken or Excel.