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Potential or real gains and losses are part of investing in stocks. Unrealized Gains or Losses occur due to changes in the Stock Price of actively held positions.

Every investor seeks to profit from investing in the Stock Market. Individual Stock positions in a Stock Portfolio can and should be Marked to Market on a regular basis, even daily. This requires that the closing price for the Stock is compared to the original purchase price or the average purchase price for the Stock, if the Stock has been purchased on multiple trades. The key is, this must be the same Security, the Security identifier (ISIN Code) must match. Until an individual stock position is sold for cash, the gain or loss remains unrealised, or more commonly termed as a paper gain or loss. An investor will continue to hold a Stock, thus not “cashing in” the unrealized gain or loss, if their expectation is the Stock Price will continue to appreciate or recover. This depends on the Valuation parameters being favourable.


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Warren William

Meet the author behind Smartest-Data. Warren William has a career in Finance and Investments extending over 35 years, both on the Buy Side and Sell Side. His most recent roles include, developing Institutional Risk Management Programs for managing Equity and Fixed Income Risk.  Prior to this Warren William work in Alternative Investments, in Investment Management and as a Buy Side Equity Analyst. Warren William brings a wealth of knowledge and expertise to the table, providing in-depth analysis and commentary on the latest trends in the Stock Markets. Contact information: or Telegram +393339034488

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Smartest Data aims to be your go-to source for analysis and commentary on Investments, Personal Finance and the Global Stock Markets. The aim is to provide our readers with insightful and actionable information for independent minded Investors.  Dissecting  the daily avalanche of Data produced by the Stocks Market by using data Websites  and Apps available to people at home. Join us, to be Driven by Data to navigate the Investment universe markets and make better informed investment decisions.