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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (29510)12/31/2007 11:31:56 AM
From: Dale Baker  Read Replies (1) of 78728
 
Jurgis - I rarely add or withdraw funds from my portfolios except for this year, so I just take my starting balance and subtract it from the ending balance on 12/31. That includes commissions but not taxes, which vary widely depending on what I sold or kept.

This year I am figuring results as if I hadn't made a withdrawal and simply held those funds in cash since October. My overall portfolio is flat since the withdrawal so it shouldn't make any difference.
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