How do you analyze a popular investors' portfolio performance?
Asked 4 years ago
Hello everyone! I have a question about copy trading portfolios. Are the PI's portfolio performance percentages relative to the previous month or accumulative? Lets' say a PI's portfolio was 15% green in January, then 5% green in February: does that mean that in February, the portfolio actually went down 10%, or did it go up an additional 5%, making the total profit for 2 months 20%? I hope this explains my question clearly. Thanks in advance!
Andrew Moran
Sunday, October 17, 2021
Assessing a popular investor's portfolio performance on a copy trading platform can be a bit tricky for anyone - beginner or pro.
So, in this case, the portfolio in your attribution shows that it went up 15% in January and an additional 5% in February. The total returns will be 20.75% when you factor in compounding.
You can find the cumulative returns for the year on the right-hand side under the "total label."
Please follow our Community Guidelines
Related Articles
How Does Stock Market Tax Work?
Sofia Thai
April 23, 2021
Should Beginners Start With Trading or Investing In Stock on the Market?
Sofia Thai
April 29, 2021
How Much Does a Pattern Day Trader Make?
Andrew Moran
February 10, 2022
Related Posts
Can't find what you're looking for?