What does it mean if a person's realized profit loss is past month plus $1,094.94 and year-to-date $465.93?
7/24/2025 09:18am
The statement "realized profit loss is past month plus $1,094.94 and year-to-date $465.93" provides a snapshot of an individual's financial performance over a specific period, specifically regarding the profit and loss realized from investments or other financial activities. Here's a breakdown of what these figures indicate:
1. **Past Month's Realized Profit/Loss**:
- The individual experienced a realized profit of $1,094.94 during the past month. This means that the total proceeds from selling assets exceeded the initial purchase price by $1,094.94.
- This profit is considered "realized" because the investor has already received the cash or its equivalent from the sale of the assets. It is not an unrealized gain, which would be the increase in market value of the assets without their actual sale.
2. **Year-to-Date Realized Profit/Loss**:
- The cumulative realized profit for the year so far is $465.93. This includes all the realized profits and losses from the start of the year up to the current month, inclusive.
- This figure is the sum of all realized profits and losses during this period, not just the profit from the past month. If the monthly profits and losses vary, this year-to-date total provides a broader view of the overall performance.
In summary, the individual has had a positive performance in terms of realized profits, with a significant gain in the past month contributing to the year-to-date total. This indicates that the investor has been successful in turning paper profits into cash, which is subject to taxation as realized income.