Question: how do you calculate % return?

I was reading Kars (@karyungtom ) post on returns, and it finally dawned on me that I think I calculate the % return on my portfolio each year differently than how others do it.

How do you do it?

Choice A:
Return on my portfolio only includes a calculation on the stocks that I trade. Does NOT include cash, GICs, bonds, gold/silver, or any other investment meant to hold value and is not shown in your trading apps.

Choice B:
Returns calculation includes all assets not shown in your trading app.

I perform Option B (minus properties, which I do not consider investments).

Which are you?

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5 Comments

Mcintosh Jen@Smithaaaaa · 19d

I think it comes down to the specific return % you want to discuss with someone else. B would be the return on the whole investment portfolio.

A might be your stock-picking performance?

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