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Online Share Trading

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What your PORTFOLIO VALUE?

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Not applicable
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11 REPLIES 11
Blik
Super Contributor
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DEP
Super Contributor
a couple of R's... What's yours?
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Rams
Super Contributor
Well portfolio value is not relevant , rather percentage profit?
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el_nino
Contributor
I agree with RAMS...
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Franksays
Frequent Contributor
% profit not that important, whats more important is % profit over what period and is it consistent?
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Not applicable
Buy and Hold,; 16% C.F.s 74% Since Sept 2011
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Rams
Super Contributor
% profit on portfolio is annualised...so 20% is 20% per annum..thats standard.
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Franksays
Frequent Contributor
No - if you sell something for a profit and buy again the numbers get diluted. I use Abacus portfolio Manager to track my portfolios performance. You almost need to use an IRR.
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BC02
Super Contributor
agreed, it gets very tricky, especially when you make contributions to the fund. I fund that using a unit value works best for me. Starting date = R 1, and then a contribution means you buy units at that point in time.
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Not applicable
Fanksays ...I totally agree...anyone can make fantastic returns ...it takes no skill whatsoever. Returns over time are the real measure....... and portfolio value (i.e. the capital employed) is absolutely a variable...much easier to show spectacular gains with a small portfolio of 100K than with 1 Bar...especially if you trading derivatives....issues of slippage and liquidity are very real....some see the world so simplisticly one wonders how they ever get by...but then again wht can expect if people cant count?
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Rams
Super Contributor
Hey, Charty, what's the count?
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