Understanding your portfolio investment statement


One of the biggest challenges that many investors face, is understanding the reports and statements that update your portfolio's performance. There are just so many different ways of reporting and so many different numbers. How do you know how your money is really doing?

With the changeable nature of financial markets, there are always going to be peaks and valleys along the way. What is important to know, is how much money you put in (invested capital) and where you are now (market value). So why do so many statements list book value? What is it-- and why do I need to know?

I recently discovered this great 5 minute video from Edgepoint that clarifies the confusion. With their permission, I have shared the link below:


Decoding your investment returns 

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Greg Frost
Name: Greg Frost
Posts: 13
Last Post: March 17, 2022
Sharon Maheu
Name: Sharon Maheu
Posts: 2
Last Post: March 12, 2019