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Gain/loss for individual stocks is calculated by comparing market value with book value, which reflects the initial and any subsequent share purchases.
Portfolio gain/loss is from inception on Oct. 1, 2017, and is calculated by comparing market value with initial portfolio value of $100,000.For U.S. securities, the share price is reported in U.S. dollars but the market value and book value are converted to Canadian dollars. As a result, the gain/loss percentage is a calculation that factors in foreign-exchange fluctuations as well as movement in the share price.Be smart with your money. Get the latest investing insights delivered right to your inbox three times a week, with the Globe Investor newsletter.
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