hooldusloend

Hooldusloend, also known as a holding list, is a financial tool used by investors to manage their portfolios. It is a list of securities that an investor owns or intends to purchase, along with the quantity and purchase price of each security. The primary purpose of a holding list is to provide a clear and organized overview of an investor's investments, making it easier to track performance, manage risk, and make informed decisions.

A holding list typically includes the following information for each security:

1. Security identifier: This could be a ticker symbol, ISIN, or other unique identifier.

2. Quantity: The number of shares or units owned.

3. Purchase price: The price at which the security was acquired.

4. Current market price: The latest price of the security.

5. Total cost: The total amount invested in the security (quantity multiplied by purchase price).

6. Current value: The total value of the security based on the current market price.

7. Gain/loss: The difference between the current value and the total cost.

Investors can use a holding list to monitor their portfolio's performance, identify underperforming investments, and make adjustments as needed. It also serves as a record of transactions, which can be useful for tax purposes and regulatory compliance. Some investors may use software or online platforms to maintain their holding lists, while others may prefer to keep a manual record.