P&L %'s on Margin Calls

2 years ago
3

Selling via %'s on margin calls, to limit losses.
When ones account is all at loss, sell the least negative stocks first.(-1% vs -80%)

Those %'s are found on platform pages or on brokerage websites,
Stock Positions: %'s under Profit & Loss.
Not the Daily % stats, it's the P&L % from the original Cost Basis.

If you've purchased a stock at many price levels:
The best is to seek out the ones with the least % losses,
however %'s are not often provided for each price level,
so, if you're capable download them to excel and create the actual % loss from each. or via a calc.
% decrease formula=
It's ONO [(OLD PRICE-NEW PRICE)/OLD PRICE] *100
=if(G10 is smaller than F10,((G10-F10)/G10),"")
NOO is for a % increase.
[(NEW PRICE-OLD PRICE)/OLD PRICE] *100
=if(G10 is greater than F10,((f10-g10)/G10),"")
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If your fifo setting has hopefully been changed to lowest cost or even lifo,
then sell those sets first, which allows for less in actual losses,
and it allows time for the stocks shares at other price levels to recuperate.

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