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Beginner investors always feel confused about stock terms. In this article, we will introduce the basic knowledge of how to follow up the performance of your positions or portfolios...
Examples
1. MV/QTY
Market Value: the market value of the stock you hold, calculating by the quantity you hold times the market price.
Quantity: quantity of holding shares.
2. Price/Cost
Price: the market price of the stock.
Cost: also called Diluted cost, Cost price = (total amount bought during the holding period - total amount sold during the holding period) / quantity of holding shares
3.P/L Ratio
P/L ratio = (market price - diluted cost) / diluted cost, the value of the P/L ratio is changing since your positions are still open.
4.Floating profit and loss
Also called unrealized profit and loss, floating profit and loss = (market price-diluted cost) × quantity of holding shares.
Once the positions have been closed, the floating profit and loss would change into realized profit and loss.
By Bayo
By Bayo
Comment(11)
this platform is quite a bit for me starting but I'm looking forward to it
Use Yahoo Finance if needed.
Point 2. Price/Cost
What is the “amount bought/sold” under the the calculation for diluted cost ? Is it the Market Value or the Share price?
Good explanation
Good stuff, I’m not super sensitive to numbers, this makes the figures meaningful.
Great
A bit confused on floating O& L
Tq
👍
Why fee is not added in as cost of share bought?
When signing in, it is so horribly difficult to find the page where it shows the stocks that were purchased. Other investment companies take you right there without navigation. Why is it so difficult?
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