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Ventura Wealth Clients

An unrealized gain or loss represents the increase or decrease in the value of an investment that has not yet been sold. It is the difference between the current market value of the asset and its purchase price. While unrealized gains or losses affect the overall value of a portfolio, they do not result in actual profits or losses until the investment is sold. Tracking unrealized gains and losses is essential for investors to understand the performance of their investments and potential tax implications.