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
The Best Brokers and Apps for Trading OTC and Penny Stocks in 2021
Andrew Moran
August 11, 2021
Avatrade Review: Safety, MT4, Crypto, Social Trading, and More
Andrew Moran
December 23, 2024
Solved—The Answers to Plus500’s Trading Knowledge Assessment
Andrew Moran
December 17, 2024
Related Posts
Can't find what you're looking for?