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I bought UCO today at $11.20. Should have bought it at something lower!
I was watching at UCO today and it went down as soon as it touched the 7 day moving average. It has failed to break through this resistance, so I wouldn't touch it.
I've got my eyes on HAL. It's still down a lot, but it is forming a temporary bottom. It did this around the middle of October, but it never held. I'll be watching this one closely.
I was watching at UCO today and it went down as soon as it touched the 7 day moving average. It has failed to break through this resistance, so I wouldn't touch it.
I've got my eyes on HAL. It's still down a lot, but it is forming a temporary bottom. It did this around the middle of October, but it never held. I'll be watching this one closely.
Haha, no I'm not. You said later on in your thread that you wanted to wait for a reversal. I just wanted to let you know it's performance the last couple of days haven't done anything to even expect one because it is still in the downtrend finding resistance at the 7 day moving average. However, you may want to look at HAL. It's still early, but at least it is showing a possible reversal, while still being almost 50% down from its high.
Haha, no I'm not. You said later on in your thread that you wanted to wait for a reversal. I just wanted to let you know it's performance the last couple of days haven't done anything to even expect one because it is still in the downtrend finding resistance at the 7 day moving average. However, you may want to look at HAL. It's still early, but at least it is showing a possible reversal, while still being almost 50% down from its high.
What percentage of return have you got on your portfolio for the last couple of years?
What percentage of return have you got on your portfolio for the last couple of years?
How do people actually calculate this reliably? I have all of my stuff cut across about 7 different holdings (2 roths, 2 IRAs, 2 401ks, and a brokerage). I try to keep track of it all on Google finance, but it doesn't really allow you to calculate annualized returns and honestly none of my 401k stuff is traded on the open market and about 15% of our portfolio is stock in a private company.
Someone obviously didn't do well at math in high school.
Very helpful. I could spend about 8-10 hours and do the leg work. I thought perhaps somebody had an easier way to keep track of it.
The difficulty comes in keeping track of the exact days you made your purchases and the price on those days.
If I look at what my stock portfolio has done over the year. It's up roughly 20%. Problem is, I didn't purchase all of my shares on Jan. 1. I could find out all of my strike prices and do all the math, but that would take a long time and frankly I don't care. I have estimates based off of my overall portfolio assets that I try to hit each year and I exceed them every year.
True, but you can do a simplified, and not exact, calculation of your return.
Total stock value in Jan 2014 of all your accounts: $100
Total stock value added in 2014 : $20
Total stock value in Jan 2015 of all your account: $130
Approximate Return on investment in 2014: $10/$120 = 8%
This is of course not the exact return, since you may have invest a huge chunk of your $20 in August and not Jan of 2014, but if you use this consistently through out the years, it will give you an approximate return percentage.
True, but you can do a simplified, and not exact, calculation of your return.
Total stock value in Jan 2014 of all your accounts: $100
Total stock value added in 2014 : $20
Total stock value in Jan 2015 of all your account: $130
Approximate Return on investment in 2014: $10/$120 = 8%
This is of course not the exact return, since you may have invest a huge chunk of your $20 in August and not Jan of 2014, but if you use this consistently through out the years, it will give you an approximate return percentage.
That was my point. I add well over 2k/month to my accounts. It gets complicated to estimate returns like that, especially when you are starting out. 1 year of investments with no gains at this point will increase my portfolio by about 15%.
I was wondering if people actually had a system or a portfolio tracker that calculated annualized returns for you.
That was my point. I add well over 2k/month to my accounts. It gets complicated to estimate returns like that, especially when you are starting out. 1 year of investments with no gains at this point will increase my portfolio by about 15%.
I was wondering if people actually had a system or a portfolio tracker that calculated annualized returns for you.
Using my system, your return percentage might be 8.1%, but your real to the penny-type of calculation might give you a return percentage of 9.3%. The fact remains that your return was 8/9%, and not negative 5% or positive 17%.
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Should have bought it at something lower!
