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19-01-2012, 12:18 PM
(19-01-2012, 10:38 AM)corydorus Wrote: I do not differentiate them so is total. Not recognizing unrealized loss as losses is cheating.
Is hard to estimate but prior to 2011, is 15% XIRR for the past 5 years.
Cory
Hi Cory,
I'm guessing the 6 figure you mention are mostly unrealized ones. If that is so, then does your portfolio have large swings? or do you have returns of 100,000 every year and are compounding?
The reason I ask is because, my stock portfolio has large swings as I don't realize most of my profits or losses and wondering if I should make any changes to it. Its a diverse portfolio made up of growth and dividend stocks.
Thank You.