Turnover Performance
$25
Turnover Performance
While analyzing an investment portfolio, in particular untangling its transactions, you have probably wondered which of these trades have had a decisive influence, positive or negative, on the performance of the portfolio. Although it is straightforward to analyze whether a single purchase or a single sale involved a security whose price subsequently increased or dropped, it is almost impossible to focus on the “big picture.”
Author: Laurent Cantaluppi, Ph.D., Cantaluppi & Hug
Turnover Performance
While analyzing an investment portfolio, in particular untangling its transactions, you have probably wondered which of these trades have had a decisive influence, positive or negative, on the performance of the portfolio. Although it is straightforward to analyze whether a single purchase or a single sale involved a security whose price subsequently increased or dropped, it is almost impossible to focus on the "big picture."
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