When I compare performance over say 5 years I would like an indicator to show that the holding has been held less than 5 years say, by having an asterisk ?
It is misleading to compare the performance of a stock that has been held for 5 years against a holding that has been held for 6 months. When you do a performance report it does not distinguish that a holding has been held less than 5 years.
Thanks
• Can we reach out in future to ask follow up questions about this idea? yes