How do you work out portfolio % gain?

davieg11

Is there a simple way to work out the % gain in your pension when you have numerous funds?
For example Fund 1 is 30%, 2 is 30%, 3 is 15%, 4 is 15%, 5 is 5% and 6 is 5% of allocation.
Performance from 1 to 6 is +19%, +23%, +3%, +15%, +32% and +5%. If there was no contributions it would be easy to work out gain/loss every year.

ischofie1

I'd work out each ones contribution to the portfolio then add them all up, I.E.:-
Fund 1 = 30% holding at 19% gain therefore 0,3 x 19% = 5.7% increase to the portfolio.
Do the same to them all then add them all up.

Linton

Excel XIRR function will handle contributions and deductions on specified dates.

webnibbler

You may find setting up a portfolio on one of websites that offers these for free, is a useful way to track performance. The best ones are Morningstar or Trustnet.

ianthy

webnibbler wrote: »

You may find setting up a portfolio on one of websites that offers these for free, is a useful way to track performance. The best ones are Morningstar or Trustnet.

I agree. I am using Trustnet and it does all the calculations.