Portfolio Summary Report – Projected Average Return

Projected average returns are now available as an option on the Portfolio Summary Report, which is available for both CoreSSG and SSGPlus users.  Projected average return is known to some in the BetterInvesting community as P.A.R. or PAR.

To access the Portfolio Summary Report, click on the Reports icon next to the portfolio name on the My Studies tab.

screenshot of portfolio report button

The Portfolio Summary Report opens with the Total Return option as the default. Click on the Proj Avg Return radio button to change the selection.
portfolio summary report radio button

If the selection is Proj Avg Return, the application changes the Total Return column heading and every data field on the report that uses the high price in a calculation, including, 

  • Buy, Hold and Sell zones
  • Upside-Downside (US/DS) ratio
  • Recommendation (Rec)

indicator of all of the data changed on the portfolio summary report

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