Query on Annualised P&L + Div % Metric under Portfolio

Q&A
1

Hi Evan,

Just a quick query on the above - I was looking for a metric which best approximates individual XIRR for each of my holdings and I found that the “Annualised P&L + Div %” metric may be the most appropriate. Is this correct or should I be looking at another metric under Portfolio Display? Many thanks!

2

Hi,

Yes, I agree that the “Annualised P&L + Div %” metric would be the most appropriate to understand the annualized gains of a given holdings.

Cheers,
Evan