Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Premium

Premium: How To Calculate Your Portfolio Returns

capital-mind-premium-featured-image.png

This is a post for Capital Mind Premium subscribers. Calculating portfolio returns can be complex, and is by far the most important thing for you - it’s all that matters. It doesn’t matter that one stock did 40% or that another stock did 26%, while yet another one fell 2%. The point is about how much money you made, period. The other factor to consider is staggered investments. We almost never buy at the same time. We buy over time, and then sell over time. What, then . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial