this post was submitted on 13 Sep 2023
5 points (100.0% liked)

FIRE (Financial Independence Retire Early)

1108 readers
2 users here now

Welcome!

FIRE is a lifestyle movement with the goal of gaining financial independence and retiring early.


Flow Charts:

Personal Income Spending Flow Chart (US)

Personal Income Spending Flow Chart (Canada)

Finance Flow Chart (UK)

Personal Income Spending Flow Chart (Australia)

Personal Finance Flow Chart (Ireland)


Useful Links:

Bogleheads Wiki

Mr. Money Moustache - a frugal lifestyle blog

The Earth Awaits


Related Communities:

/c/[email protected]

/c/[email protected]

/c/[email protected]

/c/[email protected]


founded 1 year ago
MODERATORS
 

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?

top 1 comments
sorted by: hot top controversial new old
[–] [email protected] 3 points 1 year ago

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.