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Tuesday, July 22, 2025

Check My Math, Please

If a mutual fund has a cost basis ten years ago of $62,000 and a current value of $298,000, does thst mean it is growing 48% per year?  It is 4.81x larger after ten years.  I am looking at the worst performing parts of my portfolio,  trying to figure out which dogs to shoot (i am glad our Springer Spaniels do not read this blog).

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