Thread: Investing 102
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Old 12-21-2013, 04:22 PM
WSSix WSSix is offline
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So I sat down and figured up my percentages for everything I own. My totals for all stocks since I've owned them is

Div Gains 4.76% Capital Gains 8.5% Total Gains 13.67%

Some of the stocks I have only owned a few months. Others, I have owned for 18 months. Should I be looking at all these as a lumped group or should I take into account the fact that a few stocks are only a few months old? Since I went for percentages, I think I have it calculated correctly. After all, we're looking at how much money my money has made. I'm trying to compare it to what my money that's being managed by Fidelity and Vanguard in two different mutual funds is doing. My Fidelity account has a year to date return of 16% where as my Vanguard account is up 25% from March 2012 which is when I bought my first stocks. It looks like I'm getting my butt kicked but I wanted to make sure I did my calculations correctly and my comparison too.

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