New purchase hurts portfolio performance
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Posted by WhyAskWhy on January 04, 2004 at 02:27:11:
I have always presumed that the "%Gain-I" column on the portfolio performance report was the column to use to track portfolio performance between any two dates. On 12/31, I added a new purchase of a new investment into my portfolio. This seems to have dropped the "%Gain-I" for all reports ending on 12/31. I don't understand why a new purchase would affect the portfolio performance if it occurs on the end date of the report date range. Is "%Gain-I" the stat for tracking portfolio performance? If not, what is?
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