Here’s a detailed explanation of:
📊 Decoding Your
Investment App: “Sort By – Smallest Gain/Loss $”
✅ 8. Smallest Gain/Loss $
📘 Explanation:
This option sorts your assets by the smallest total dollar gain or loss
since you bought them — meaning the investments that have changed the least
in value.
- It
places at the top:
- Assets
that are just above or just below their purchase price.
- Investments
with little change in value (positive or negative).
🧮 Gain/Loss $ =
(Current Price − Purchase Price) × Number of Shares
🔍 Example:
|
Asset |
Purchase Price |
Current Price |
Shares |
Gain/Loss $ |
|
Stock A |
$50 |
$50.25 |
2 |
+$0.50 |
|
Stock B |
$100 |
$98 |
1 |
−$2 |
|
Stock C |
$150 |
$200 |
1 |
+$50 |
→ Using “Smallest Gain/Loss,” Stock A (+$0.50) and Stock
B (−$2) would appear higher than Stock C (+$50).
📈 Use Case:
- 🔍
Find investments that are near break-even (close to the price you
paid)
- 💡
Ideal if you’re planning to sell positions with minimal gain/loss
- 🛡️
Useful for low-volatility or stable assets
💬 Why It Matters:
- Highlights
investments that may need closer monitoring
- Great
for spotting opportunities to reallocate funds or wait for a
better time to act
- Helps
with tax planning if considering selling investments close to cost
basis
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invest