Hi all, I currently have two stocks common between my cash and srs portfolio (ocbc and singtel).
Hoping to clear out the redundant positions before end of year. My issue is it could have a loss or poorer return in one portfolio, and a better one in the other. But the average cost is based on both portfolios.
Trying to reflect the right cost base and return in each of the subportfolios. Any suggestions?
I thought about changing the date / time of the transactions to focus on reflecting the right cost for the open position but have yet to come up with something better