Question

I'm a stock trader and I keep track of my performance in the following manner.

date buy paid/share date sold sell/share gain/loss %gain/loss

12/31/19 86.56 1/27/20 92.72 6.16 7.1%

2/5/20 105.82 2/20/20 114.66 8.84 8.4%

4/15/20 61.55 4/30/20 69.77 8.22 13.4%

______ ______

23.22 26.8% Gain-2020

Currently I divide 23.22 by 86.56 to get my 26.8% 2020 gain.

I don't believe this is correct so can you tell me a simple way to calculate it.

Answer 1

Date buy	Paid/share	Date sold	Sell/share	Gain/loss	gain/loss %
31-12-2019	86.56	27-01-2020	92.72	6.16	7.1%
05-02-2020	105.82	20-02-2020	114.66	8.84	8.4%
15-04-2020	61.55	30-04-2020	69.77	8.22	13.4%
Total	253.93		Total	23.22

Now 23.22 is the total gain on all these three investments which you have considered correctly for calculating total return.

But the Cost of three investments is to be taken like gain is considered. So the total investment is 253.93.

Now Return / Gain on all investment = 23.22 / 253.93 = 9.1%