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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (63106)1/8/2020 7:41:33 PM
From: Grommit  Read Replies (2) | Respond to of 78746
 
>>>I've no idea how brokers figure results.

I add up all accounts on Jan 1. I keep track of withdraws and adds and +/- them to the starting balance to = "adjusted basis". And compare the 12/31 total to that. Simple.

example:
starting , all accounts = $1,000 (= "new basis")
adds $000
outs ($200)
"adjusted basis" = $800

ending value $880
what is the gain over the year.
I call it $880 - $800 = 80.

the problem is the divisor.
80 / 1000 = 8%
or 80 / 800 = 10%
or 80 / 900 = 9% ???

i adjust the divisor. If I withdraw $200 early in the year, then $800 seems appropriate -- that is what i had near the start. that is the approx amount "working" all year. if i added $200 in january, I'd divided by $1,200.
i'd use $1000 if the $200 withdrawal was near year end, because you had $1,000 invested and working during the year. if it is withdrawn evenly during the year, then averaging $1000 and $800 = $900 seem fair.
or you could get more accurate by doing some more complicated arithmetic. average the monthly calculated numbers or something. if things were really large and lumpy, that might be best. if the +/- are small, it doesn't matter much.



To: Paul Senior who wrote (63106)1/8/2020 8:04:06 PM
From: Elroy  Read Replies (1) | Respond to of 78746
 
At my old age, and in this up market, it may be the right time to make some changes.

Sell them all and put it all into SIMO!

TAIPEI, Taiwan and MILPITAS, Calif., Jan. 07, 2020 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation ( SIMO) (“Silicon Motion” or the “Company”), a global leader in NAND flash controllers for solid state storage devices, announces that based on its preliminary fourth quarter financial results, revenue (non-GAAP) is expected to be within 10% above the high-end of the original guidance range of $133 million to $139 million which the company issued on October 30, 2019. Gross margin (non-GAAP) is expected to be within the lower half of the company's original guidance range of 48.5% to 50.5%.



To: Paul Senior who wrote (63106)1/9/2020 4:31:18 AM
From: Nya_Quy  Read Replies (1) | Respond to of 78746
 
Hi Paul,
My largest taxable account: +50% (FANG helped)

How comfortable do you feel holding onto these positions given your age?

-- Nya --