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Timothy McDonald

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    under review  ·  15 comments  ·  Stock Selection Guide Tools » SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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    Timothy McDonald commented  · 

    ToolKit 6 (TK6) has a report titled "Portfolio Report Card" which has many of the same features as the currently available SSGplus Portfolio Summary Report. However, the TK6 Portfolio Report Card allows the user to click on the shares of a selected stock and make adjustments without leaving this report in order to see how the portfolio dollar-weighted average US/DS and %Total Return are improved by the proposed change(s). In the SSGplus Portfolio Summary Report you have to exit the report, open the portfolio, click the edit icon, enter the stock ticker to be adjusted, then enter and save the adjusted number of shares. Then click on the Reports icon button for the portfolio, then review the portfolio average total return results from the selected stock adjustments.
    To me this is a very clunky way to try to take "Portfolio-Centered Decision-Making" into action during a monthly club meeting. This is based on a Cy Lynch presentation to the Rocky Mountain Chapter Annual Meeting 9/10/2015, that was presented again 11/13/2021.

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