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My club reviews PERT on a monthly basis. Is there an Easter Egg that enables you to send the PERT file or save it similarly to how you can save versions of the SSG and email it... yes I can print it out convert it to PDF and save it, but that is tedious... so, [hopefully] how do I find this capability [if it is there] and if it is not, can it be, or, how do other clubs handle reviews of PERT on a periodic basis...Our club would also like to track our decisions on PERT and views, etc... Thanks
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Rank: Advanced Member
Posts: 561
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Actually the PERT information is also included in the SSG, ITK, and SDF files. So, if you export to one of those files and send the file to another club member, they are also receiving your PERT report, too. |
Joe |
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Rank: Advanced Member
Posts: 16
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Another tool that can be used to track your stock's performance, compared to the predicted performance, is the "Follow Stock" spreadsheet designed by Bob Adams. It is not as inclusive as PERT, but does compare the price of the stock with it's sales and earnings. It does this over a period of time, so you can keep track of how your stocks are doing over months or even years. I find it valuable to use on a monthly basis.
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Irina,
PERT is a process, the end result of which can be the generation of reports. With the exception of data overrides, the data in the reports is just the SSG data for the companies in the portfolio. Thus, if you have shared the SSGs, your members already have the data for the PERT. There is not a separate data file to share. If you want to share the reports, the PDF files are the best way.
I'm also curious why you review the PERT every month. The PERT is based on the quarterly company performance. Personally, I don't think a PERT review more than once per quarter isn't generating much useful information. Perhaps others will disagree.
Peter
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Rank: Advanced Member
Posts: 47
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Hi Irina,
In my club, everyone has Toolkit, and we all use the Advanced Library Option. Every month, the portfolio manager updates our stocks (in conjunction with the stock watcher) and uploads the entire library to the files area of our accounting site (IClub and Bivio both have this option). After that, any member can import the entire portfolio and watch list into their own Toolkit.
I take it one step further. After I download and review it, I "print" it to PDF and upload it to our homepage so it's easily accessible for everyone. I was surprised to hear that you find creating a PDF a hassle. It's as easy as clicking PRINT and giving it a name.
Peter mentioned that the Pert is only supposed to be reviewed every quarter. I would agree...if all our stocks reported in the same quarter! Every month, something different comes due, so we do review it on a monthly basis.
If you find that Easter Egg, do let us know!
Lynn Ostrem
garbagecop@earthlink.net
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Rank: Advanced Member
Posts: 561
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Every month, the portfolio manager updates our stocks (in conjunction with the stock watcher) and uploads the entire library to the files area of our accounting site (IClub and Bivio both have this option). After that, any member can import the entire portfolio and watch list into their own Toolkit. This is certainly a great way to do it. And, its is equivalent to exporting every single company to an ITK or SDF file, and transferring them, but with some benefits.. If you have portfolio data in the Library, you can't transfer it with ITK or SDF files. And, there isn't even any importing - you just open the libary using the Library Manager. |
Joe |
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Rank: Advanced Member
Posts: 262
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Lynn are you talking about a cut and paste? How do you actually save the PERT to a document?
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Rank: Advanced Member
Posts: 561
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When you select the Print function in Toolkit, you can choose the pages to be printed.
If you've got a PDF printer installed (CutePDF or PDF995 are two good ones), you can print to a PDF file. Both CutePDF and pdf995 include utilities to cut apart PDF files or join them together. |
Joe |
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All: Thanks for all your replies... To answer a question from Peter, the club has 12 stocks, where 5 are on a reporting cycle of Jan-Apr-Jul-Oct, six others have varying fiscal year ends [which generate a Feb-May-Aug-Nov reporting cycle] and the other [PAYX] has a FY that ends 31 May (which generates a quarterly reporting cycle of Mar-Jun- Sep-Dec]. The idea with looking at PERT monthly was to capture an understanding of those changes... but Peter's comment generated thought on my part which was, is there value added to all the review, or is it best done 1/ qtr? My personal answer is 1/qtr, butI am bringing the issue to the club to ask? Thanks for all the thoughtful replies, Irina
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Do you have a link to Bob's spreadsheet?
Irina
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Rank: Advanced Member
Posts: 24
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I had never considered how often to bring in a PERT
for our club, but now I see the practicality of doing it just once a quarter, on
a cycle that will reflect the most timely information for the majority of the
companies we hold. In our club, most are on a normal quarterly cycle
endings of Mar., June, Sept., and Dec. In order to get
the most current results, that would mean bringing a PERT report in Feb., May,
Aug., Nov., as many of the companies don't get reports in til four to six weeks
after the quarter ends, and our meetings are mid-month.
Coupled with a pie chart graph of the percentages
of our holdings, this makes a good tool for any portfolio balancing decisions
that need to be considered.
Gene Rooks, SWIM Club,
Orlando
Gene Rooks generooks@cfl.rr.com
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Rank: Advanced Member
Posts: 262
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What about the portfolio summary? Do you use that if adding to the existing portfolio, or do you need to "drill down" more to add to stocks you already own?
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Rank: Advanced Member
Posts: 16
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Bob's web sight is: http://bob-adams.home.comcast.netHas many useful tools for individual investors...all free! A great palce to get helpful spreadsheets.
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