The most obvious method to evaluate investment progress is to track your account value over time. If the account value is rising, then you’re making money. If the account value is heading lower, then you’re losing money. This seems pretty straight forward, but it’s not always that simple. Sometimes it depends on what points in time you choose to track. Does it make sense to track daily, weekly, or maybe monthly? The answer depends on the strategy you’re using to invest.
More complex strategies require additional thought to evaluate. This is the case for our Collared Income strategy. (more…)