I'm hoping that someone more clever than me can figure out a better way to calculate return for my stock portfolio.
The way I'm doing it now is to take the percentage return of each stock position and doing a weighted average (by how much stock A is of my total stock positions).
This gives me some problems, since every time I add money to my investments, then the average return drops. It is only a psycological effect, since I of course doesn't lose any money from it. However, it is demotivating to see my return-percentage dropping each time I add to my investments.
Any ideas to how I can improve my tracking setup?
Submitted July 18, 2017 at 02:25AM by Dymix