Anyone have any thoughts on calculating YTD returns in the early phases of portfolio development? I'm currently increasing my portfolio by 25%-50% per year with cash deposits to my IRA and Standard accounts. It makes for a good chart when looking at just the bottom line number, but how can I calculate the actual growth aside from increased cash? Some sort of weighted initial value according to when the capital was added to the port?
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra