LC,
The reason I thought it might be around 9%, was that the individual legs were all above 9%, except the third leg (which was the longest) at about 7%. The SS is set up in the Gain/Loss column, to calculate (((Total Shares*Current Price)-Total Costs)/Total Costs). Is this the proper formula? Then I divided the gain from the Sale by the number of years, in decimal form, ie, 3.5 (for 42 months), 2.25 (for 27 months), 4.5833 (for 55 months), and 2.4166 (for 29 months). But even 6.5%, with this little effort, is nothing to "sneeze" at.
It's true that the 30% Sale was arbitrary -- I don't remember my reasons from a year or two ago for selecting that particular number, probably something I read on your Board. But I do know that IWM is a "general market" ETF (like SPY) and moves slowly, so I was inclined to go for the quicker exit,to ratchet up some excess cash.
My personal inclination toward investing in the stock market is to "TIME" the entries and exits, and go "All-In" and "All-Out". Figuring the Gain/Loss for this type of investing is pretty clear-cut. (This is being done in a Roth IRA trading account, so there are no tax considerations). But stepping-in, over a period of time is a different calculation, and one I do not remember.
But recently, my ability to contribute monthly has improved (I am retired and have learned to live on less than I receive each month), so I am inclined to "look into" an approach like SYNCHROVEST. That is why I updated the SS to current. These savings are going into a "Taxable" account, and I like the idea that some profits will be "long-term capital gains", rather than, only, the "Short-Term" I would be dealing with, following my present "Modus Operandi".
Bob
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