The Investment Market Value (IMV) is the current valuation of your portfolio based on the market value of each investment product. To compute for your IMV, follow the steps below:
1. Deduct the “Cost of Investment” from the “Market Value” (Market Value – Cost of Investment)
The resulting value is your “Gains/Earnings”.
2. To compute for your percentage or rate of your earnings, just divide “Gains/Earnings” over “Cost of Investment” (Gains/Earnings / Cost of Investment)
Please see sample computation below:
Market Value : 53,000.00
Cost of Investment : 50,000.00
Gains/Earnings : 3,000.00
Gains/Earnings (in %) : 0.06 or 6.0%
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