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"You sold Shopify in August 2018, and Shopify closed that August at $144.81, and closed May 2021 at $1,242.87 for a return of 758%.

Based on your monthly summaries, your portfolio returns from August 2018 to the end of May 2021 were (1-0.078)*(1+0.284)*(1+2.333)*(1+0.041) - 1 = 310.7%."

Hi rbgibbons,
Not sure if there is an error in your calculation. I think you are comparing returns of one stock in portfolio (in this case shopify) with returns of whole porfolio of about 10 stocks Saul might have had at that time.

The comparison would have been applicable if 100% of your money (ie whole portfolio) was in Shopify which in most cases would not happen.

Cheers, John
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