Congratulations on the great returns and thank you so much for sharing openly.
I have a question about the compounded weighted return. What is your intention when calculating it? I see you are use current value for each position as weight, what that would tell is what is the return that you will get in the future if you continue having in the future the same compounded return as you had in the past for each stock.
Would it make sense, though, to understand aggregated returns, to use invested amount for each position as the weight?
Admire your approach to investing, all the best Brad!
Congratulations on the great returns and thank you so much for sharing openly.
I have a question about the compounded weighted return. What is your intention when calculating it? I see you are use current value for each position as weight, what that would tell is what is the return that you will get in the future if you continue having in the future the same compounded return as you had in the past for each stock.
Would it make sense, though, to understand aggregated returns, to use invested amount for each position as the weight?