calculate profit
Hi I DCA into an ETF. I have about 11K invested and according to Degiro I have a profit of almost 700. How should I calculate my profit? Do I get 6,3 yearly? Over the 4 years I've been investing? If it's over 4 years that seems rather low?
1 reply
You'd need to take any dividends into account, if it's a distributing ETF, or if it is accumulating then you need to calculate the cash equivalent of the internal reinvestment.
The 6.3% are only the increase in stock value, the profit includes all of the above.
Whether that's high or low really depends on the risk profile of this particular ETF, there's no one-fits-all answer here.