Gain/loss
for individual stocks is calculated by comparing market value (end of most
recent month) with book value, which reflects the initial and any subsequent
share purchases.
Portfolio
gain/loss is from inception on Oct. 1, 2017, and is calculated by comparing
market value (end of most recent month) with initial portfolio value of
$100,000. This is a total return
figure that includes dividends and share price changes.
For
U.S. securities, the share price is reported in U.S. dollars but the market
value and book value are converted to Canadian dollars.
As
a result, the gain/loss percentage is a calculation that factors in
foreign-exchange fluctuations as well as movement in the share price.
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