Cash & Gain

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A couple of months ago I created an cash investment. I followed the FAQ which helped me a lot and bought 1$ units for each dollar in the account. But since that time, each time I trade, my %Gain-I in the portfolio performance report drops. Let's take my last trade:

Buying for 3054.95$ of stock.This amount is removed from the cash investment and put in a new investment. It means I just tranfered the money from one investment to the other and because gains are around 0% for both investment, I tough it would not affect the %Gain-I of the total portfolio. In fact, the %Gain-I dropped from 30% to 26%. Surprisingly the yield stayed the same.

I also find intriguing that if I divide the portfolio gain (EndValue+Distributions) by the amount invested, I get 35+% gain.

I guess, I am missing something. Can you enlighten me ?

My total portfolio value is arounf 21,000$.

Nicolas Fournier

Replies:

• Re: Cash & Gain Mark 10:36:40 04/13/04 (3)
  • Re: Cash & Gain Nicolas Fournier 11:04:40 04/13/04 (2)
    • Re: Cash & Gain Mark 11:19:04 04/13/04 (1)