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