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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: jritz0 who wrote (21383)10/18/2025 7:23:20 AM
From: garygr  Read Replies (1) | Respond to of 22173
 
Do you know how this would be reported in Quicken portfolio?

Let's say SPY has a bad 2026 and down 30%
How would this be shown in Quicken portfolio?

I guess I asking how Quicken handles these buffered funds in the portfolio register



To: jritz0 who wrote (21383)10/20/2025 1:38:45 PM
From: garygr  Read Replies (1) | Respond to of 22173
 
CPSO---10/20/2025
Cap Rate--6.06/5.41%

Is the 5.41% net max returns if bought today???