How to use Targets in PortfolioCenter

How to use Targets in PortfolioCenter

If you received a 49 on a final exam, you’d be depressed. But if you discovered the average score was 12 and the highest score was 51, you’d be thrilled. Similarly performance returns in PortfolioCenter do not always tell the whole story.  Sometimes...
How Expenses Affect Returns in PortfolioCenter

How Expenses Affect Returns in PortfolioCenter

PortfolioCenter automatically calculates returns both before and after expenses.  While the portfolio value is always reduced by the amount of  an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...