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Returns Overview

 

The key to successful investing is knowing the return you are getting on the money you have invested. This Return on Investment (ROI) is your way of measuring your success, particularly when comparing one investment strategy with another. Throughout this section on Returns and the following one on Analysis, you will find the detailed steps we use to calculate the ROI of the various advisory services.

 

We begin by looking at the method of calculating the ROI for trades on both stocks and options because the steps involved are different for each type of trade. To see how the ROI is calculated click on the link to that trade.*

 
   
*In all these calculations, we use the standard brokerage fees as charged by optionsXpress.