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drip feeding

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  • masonic
    masonic Posts: 28,022 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    Seems a bit silly that they haven't thought of that already to show what profit you ate in real time rather than having to do all the maths.
    I don't think any of the platforms show the historical returns on your portfolio as a whole - just on the funds you are currently holding. If you switch funds, then you will lose the information about the losses or gains made in that fund while it was held. If you want to keep track of that information, you'll need to keep your own records.
  • masonic wrote: »
    I don't think any of the platforms show the historical returns on your portfolio as a whole - just on the funds you are currently holding. If you switch funds, then you will lose the information about the losses or gains made in that fund while it was held. If you want to keep track of that information, you'll need to keep your own records.

    I didn't mean historical returns what I was getting at was if for arguments sake my original was 100 stocks worth 100

    They went down to 90 ie 9p per stock and input another 100.

    Would over time it recalibrate the numbers so that it will show whether overall I'm in profit.

    Otherwise every time you drip feed you lose knowING whether you are making profit or not?
  • masonic
    masonic Posts: 28,022 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    what I was getting at was if for arguments sake my original was 100 stocks worth 100

    They went down to 90 ie 9p per stock and input another 100.

    Would over time it recalibrate the numbers so that it will show whether overall I'm in profit.

    Otherwise every time you drip feed you lose knowING whether you are making profit or not?
    What you will generally see is the total amount of money spent on each holding, each holding's current value and your overall gain (the difference between those values) expressed in £ and as a percentage. So you won't lose track of previous gains after drip feeding more money into a holding.
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