Tally - December 2005

BTW, I'm sure Fundsurfer will varify this, the tally does keep track month to month no matter if it's a new year or not.

You can find each month's tally in the "member allocations" thread.

Going to watch the Longhorns now..........
 
Cowboy makes some good points.

When I started putting together the Tally last year, I toyed with the idea of posting quarters as Cowboy suggested. I decided against it because the format I ended up with showed more data. If I had used quarters, Cowboy's first quarter of '05 would have been N/A because he missed the first couple weeks. Those weeks were important since there was a lot of significant loss those weeks.

Looking ahead to 2006, I can set up the Tally either way since I have all the monthly totals from 2005 (look in the yellow box to the right of the worksheet on individual people's pages in the tracker spreadsheet) that were available. I am currently setting up the spreadsheet for 2006 and am planning on carrying over the monthly totals for 2005 that are available.

I really can't add more columns to the current tracker. The page is getting too wide and begins to have word wrap (although I haven't figured out how to post stuff in columns cut n pasted out of excel yet).

What would you like to see? 2005 Total, 05 1Qtr, 05 2Qtr, 05 3Qtr, 05 4Qtr, Current Month, Last Month, 3 months ago, Previous 3 months total, Previous 6 months total, Previous 9 months total, Previous 12 month total, or some other combination? I can have 6 columns of numbers. What is best?

How about Current Month, Last Month, & 4 previous quarters? (This one doesn't sow a long term total but viewer could add it up.)

I kind of like previous 12 month total as well but you can't have it all.

Now is the time since I'm setting it up.
 
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Six columns... yikes.

My two cents:

'06 return (this would only have two trading days on it thus far :D )
One month return (Dec 5th through today's close)
Three month return (Oct 5th through today's close)
Six month return (July 5th through today's close)
1 year return (Jan 5th, '05 through today's close)
Cumulative return* - either come up with some unified date for everyone or else just put in some data as to when people started being officially tracked and then have this return = their total return since whenever the beginning was for them.
 
I don't think everyone is on the same track here. What would one expect I reckon..............

The tally that Fundsurfer posts does have people's quarterly returns each month on it, does it not?

The weekly tracker that I send out via e-mail, cowboy you are not on this, tracks each person every time they make an IFT. Perhaps if you got the weekly tracker you'd think differently about how inefficiently we run things and could check your IFT's each week and make sure we got it right?

For the record, the tracker has return for all of last year beginning Jan 13th as 11.74%. From what you said your moves were in your account for the first two weeks of Jan, your return for that period was -.55%. Your grand total for 2005 would be 11.19%. Congratulations!
 
Monthly returns would be calendar month

Mike said:
'06 return (this would only have two trading days on it thus far :D )
One month return (Dec 5th through today's close)
Three month return (Oct 5th through today's close)
Six month return (July 5th through today's close)
1 year return (Jan 5th, '05 through today's close)
Cumulative return* - either come up with some unified date for everyone or else just put in some data as to when people started being officially tracked and then have this return = their total return since whenever the beginning was for them.

The Tally will still be posted monthly, so returns would still be on monthly basis. One month return Jan 1 to Jan 31. Can't handle a daily running tally with the spreadsheet.

The cumulative return is a little confusing. I meant using something like the trailing 1 year return (total of last 12 months). Seem like you are asking for something different here. If we made it from when people started, since everyone started at a different time it would be confusing, I think.
 
I think what Mike is saying is to just add one more column to the tally and make it a "cumulative return" column. For most people this would be the same as their "yearly return" column since they started at the beginning of the year. But for the ones who started mid-January their "cumulative return" column would have their return since joining, whereas their "yearly return" column would say #N|A. This would help the people that don't get the weekly tracker to keep up with their returns. And the trackers...........

This right Mike?
 
Annual Tally!

The full year import tally was a disappointment. Can we get more conformity next year. For example for those that just want the monthly tally can it be organized by who had the best return for the month then who was next or maybe put the names Alphebetical. Could this be done quarterly and annually or not. Right now we have to look all over to find who had a total yearly return and organize it some how. What do others think about the import Tally? As this gets bigger the worse it is going to get. Look at that tracker and try to figure out who did what. Can you tell how MM did easily can you tell how I did easily. My point is if the tracker has me at 11% over the year can you tell that by looking at the Tally. I am just throwing things out here. If your going to do this lets try to improve it.
 
If you got the tracker you would know all this...............

Also, if you go to fundsurfer's second post in this thread, you can download the attachment and it looks much better.

Haven't heard anyone else complaining. Hmmmmmmm :p
 
My idea for cumulative return was more of a long-term thing. If this goes on for years and years, it'd be interesting to see how the old stalwarts have done in that timeframe. Mutual funds have 1 yr / 5 yr / 10 yr performance, etc. - I think it'd be cool to see that for us participants. It wouldn't have much utility in the early going though...

I'm just throwing crap out there to see what sticks. :D
 
Mm!!

mlk_man said:
If you got the tracker you would know all this...............

Also, if you go to fundsurfer's second post in this thread, you can download the attachment and it looks much better.

Haven't heard anyone else complaining. Hmmmmmmm :p

Exactly why no one posts to you MM you always think it is negative. Thanks for noting that the Tally was straightened out in Fundsurfers 2nd post! It looks much better and I appreciate everyone's work on the tally. Now I have kissed your ass! Now why don't you help the board and just take that peace of crap of a tally that was on top and delete it and put fundsurfers 2nd post on top that way any new member can view something worth looking at! Be a good moderator now or ill have grandma beat you over the head with a frying pan!! LOL!!
 
cowboy said:
Exactly why no one posts to you MM you always think it is negative.

You might wanna look again there sport. Would you like my password so you can check my PM's also?

You're just being a pain and can't help it. I understand completely........:D

Okay, back to work tracking all those busy little bees................
 
LOL!!!! You got me MM!! I figure if I kept you occupied on the board you will miss the dip in the I fund for a move!! I figured if you have the almighty power to delete posts that first post on this thread would be very good use of your power. See ya in the funnies!
 
mlk_man said:
Can't please everyone. Some know how to "read between the lines", if you know what I mean. :cool:
No!!! I cant read between the lines cause all you did is make one line!! That is not fair MM, your cheating. I am about ready to bet the farm that this rally is going to continue. What u think MM? If this thing holds through Monday I am thinking maybe on spreading a little butter if you know what I mean. I skimmed the cream now it is back to churning are ya following MM! You can't get milk without milking the cows right MM! Of course there is always a few flys in the milk but those city slickers never see that anyway!! LOL!!!
 
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