Capital gain or appreciation is an increase in the market price of your stock. It is the difference between the amount you paid when buying shares and the current market price of the stock. However, if the company doesn't perform as expected, the stock's price may go down below your buying price.
Gross Capital Gains (php)
= Selling Price – Buying Price
Net Capital Gains (php)
= ( Selling Price – Buying Price ) – Trading Costs
Amount of Transaction (php)
= No. of shares Bought or Sold x Buying or Selling Price
Additional Charges:
*Stockbroker's Commission (php)
= ( Amount of Transaction x Commission Rate ) + 12% VAT
Clearing Fee (php)
= ( Amount of Transaction x 0.0001 )
PSE Transaction Fee (php)
= ( Amount of Transaction x 0.00005 )
Stock Transaction Tax (php)
= ( Amount of Transaction x 0.005 )
Total Trading Costs (php)
= Amount of Transaction + Stockbroker's Commission + Clearing Fee + PSE Transaction Fee + Stock Transaction Tax
| No. of shares Bought or Sold = | |
| Buying or Selling Price = | |
| Amount of Transaction = | |
| Amount of Transaction = | |
| Commission Rate = | ( % ) |
| *Depending on the stockbroker's fee structure, commission ranges from 0.25%(or 0.0025) to 1.5%(or 0.015) of transaction amount. | |
| Stockbroker's Commission = | |
| Amount of Transaction = | |
| Clearing Fee = | |
| Amount of Transaction = | |
| PSE Transaction Fee = | |
| Amount of Transaction = | |
| Stock Transaction Tax = | |
| Amount of Transaction = | |
| Stockbroker's Commission = | |
| Clearing Fee = | |
| PSE Transaction Fee = | |
| Stock Transaction Tax = | |
| Total Trading Costs = | |
Dividend yield is the percentage return a company pays out to its shareholders in the form of cash dividends. It is an easy way to compare the relative attractiveness of various dividend-paying stocks. Most investors prefer stocks paying relatively high, stable dividend yields.
Dividend Yield (%)
= ( Cash Dividend per Share / Buying Price per Share ) x 100