Here’s a detailed breakdown of the “Smallest Gain/Loss %” option from the “Sort By” menu in your investment app:
๐ฏ 10. Smallest Gain/Loss
%
๐ Explanation:
This option sorts your assets by the smallest percentage
gain or loss compared to the original purchase price. It finds the
investments that are closest to breakeven — meaning they’ve changed the
least in percentage terms since you bought them.
๐น These might have:
- Slight
gain (e.g., +1%)
- Slight
loss (e.g., −2%)
- Almost
no change (e.g., 0%)
๐งฎ Formula:
Gain/Loss % = [(Current Price − Purchase Price) ÷
Purchase Price] × 100
๐ Example:
|
Asset |
Purchase Price |
Current Price |
Gain/Loss % |
|
ETF A |
$100 |
$101 |
+1% |
|
ETF B |
$100 |
$99 |
−1% |
|
ETF C |
$100 |
$120 |
+20% |
|
ETF D |
$100 |
$70 |
−30% |
→ “Smallest Gain/Loss %” will show ETF A and ETF B
at the top because they are closest to 0%.
✅ Use Case:
- ๐ฏ
Breakeven Tracking: Easily see which assets are hovering near
your original cost
- ๐
Helpful for deciding whether to:
- Sell
with minimal loss/gain
- Wait
for a bigger move
- ๐
Ideal for low-volatility or stable investment tracking
๐ฌ Why It Matters:
- Good
for monitoring investments that are “flat” or not moving much
- Lets
you review which assets are safe/quiet performers in your portfolio
- Useful
when planning to rebalance or cut weak performers
Would you like me to explain all 10 sorting options in Khmer or prepare a full blog-style article with visuals?