malccounting
Apr 2, 2010, 12:07 PM
I have a question,
When I look at my portfolio rate of return on TD Waterhouse it is calculated by money-weighted rate of return.
I am required to fill in the date the security was purchased, price purchased at... and then there is a spot for fees. Should I put my commission fee in? Is this a value that should be included in the calculation? And if so, should I include both the buying and selling fee?
Say it is $29 commission fee should I put in $58 because that is what it will eventually cost me in fees or do I consider fees a sunk cost and not include them at all for best measurement?
On top of that, in my basic portfolio screen should I update my avg price per stock on book value to include commission fees or do you always keep them out?
When I look at my portfolio rate of return on TD Waterhouse it is calculated by money-weighted rate of return.
I am required to fill in the date the security was purchased, price purchased at... and then there is a spot for fees. Should I put my commission fee in? Is this a value that should be included in the calculation? And if so, should I include both the buying and selling fee?
Say it is $29 commission fee should I put in $58 because that is what it will eventually cost me in fees or do I consider fees a sunk cost and not include them at all for best measurement?
On top of that, in my basic portfolio screen should I update my avg price per stock on book value to include commission fees or do you always keep them out?