Calculating Investment Performance
Rodney D. Falconer
![Rodney D. Falconer]()
Rodney D. Falconer
Senior Wealth Advisor, Smith Falconer Financial Group, Wood Gundy, CIBC Private Wealth
May 2019 eUpdate
When investors look at their account statements they want to know if their investments have gained or lost money. While that seems like a pretty common thing to do, what's common is the mistake of comparing the book value and the market value of their portfolio to calculate their gain or loss. Comparing these two values usually leads to inaccurate conclusions about the performance of the investment.
We want to share this investor friendly piece called Clarifying Book Value from EdgePoint? to understand what book value represents, and the right way to evaluate the return on your investments.
?Still have questions? We look forward to clarifying your performance during your scheduled review, or sooner if it would be helpful.