Calculate portfolio performance by comparing your account balance day by day is wrong. Doing so we can easily calculate stock portfolio performance also when a deposit or withdrawal is made. In this post we are going to calculate units of Net Asset value. Deposits and withdrawals are not calculated in this post. ![]() Dividends payed, interest earned and commissions are calculated and affects account balance. Net Asset Value is cash balance in your stock account + total portfolio stock value. In another previous related post we created a web query to calculate Net Asset Value at any given date. Dividends, interest, deposits and withdrawals are not calculated in this post. ![]() In a previous related post we calculated the stock portfolio performance using the most current stock prices compared to buying prices. Author: Oscar Cronquist Article last updated on August 06, 2017
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |