LOL!
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- Joined
- Jun 25, 2005
- Messages
- 10,252
The only way to "audit" one's portfolio performance is to enter all the transactions yourself into a separate piece of software. I recommend the free MS Money to do this. Then you can calculate performance numbers for any range of dates and investments. This will only require your time and account statements with a list of all transactions plus the current prices per share of your current investments.
I think financial advisors don't really provide this kind of information as it would be quite revealing. So to get independent performance numbers, one has to do the calculations themselves.
I think financial advisors don't really provide this kind of information as it would be quite revealing. So to get independent performance numbers, one has to do the calculations themselves.