investment value

Gary Holtum diamondhranchqh at earthlink.net
Wed Mar 25 09:57:21 EDT 2015


I have set up long term investment accounts that are managed stock and bond
and index funds. The value of these funds change as the market changes. 

I want to update the current market total value, monthly as I receive
statements. How would I make these adjustments? What accounts do I use to
show the increase or decrease in value?

 

Also, how do I handle additional investments or withdrawals?

 

Gary H

 

Diamond H Ranch

 



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