Posts Tagged ‘capital gain’
Price Return vs. Total Return: Why a Statement’s “Gain/Loss” Isn’t the Whole Story
When you open an account statement or portal, the “gain/loss” next to a holding can look like the final verdict on performance. In most cases, that figure reflects price return only—how the market value of your shares changed since purchase—not the total return of the investment. Total return includes price changes plus the income the…
Read MoreCapital Gains – FAQs
What is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought at $50 and later…
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