The Motley Fool Discussion Boards

Previous Page

Learning to Invest / Investment Tips & Experiences


Subject:  Re: Monitor Investment Performance Date:  1/3/2011  12:32 PM
Author:  CABob Number:  2510 of 2544

Hi Mike,

the net new cash added is that just cash or new purchased stocks?
Example I have a total account value 10.000, I added 1.000 and my invested value is 9.000. What should I use for the return?


I'm not Mike, but, think I have an answer. It depends on what performance you are trying to measure. If you want the performance of the entire portfolio then it should be included. If you want the performance of just the $9,000 investment then do not include it.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us