- Wealth PMS
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 . . .