IN PLAIN ENGLISH
Your average capital gain per month since your first purchase. It's a simple average, so a single strong month is spread across the whole period.
FULL DEFINITION
Total capital growth divided evenly across the number of months the portfolio has been running.
EXAMPLE
Capital growth of £2,400 over 24 months. Avg Monthly Growth = £100 per month.
HOW IT'S CALCULATED
Avg Monthly Growth = (Realised Gains + Unrealised Gains) ÷ months held, where months held runs from your earliest recorded buy date to today (30.4375 days per month, floored at 1). This is a straight-line average, not a compounded rate, and excludes dividends.
Educational content only. It is not personal financial advice.