I have tried to get a % gain calculation up based on;
1. The amount in cash and shares at the start of the month,
2. Adjust for withdrawals and additions of cash during the month,
3. Determine the % movement in the portfolio after adjusting for the cash movement.
I get the following graphs as % gains / losses from the spreadsheet, although it is probably not correct to just sum the % moves.
The % gains of my portfolio on a monthly basis are shown below;
It's relatively easy for me to work this out now that I am balancing my cashbook and timing issues over time will be pretty irrelevant.
I better go and check to see if I have to take any action next week.
regards
Stevo
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