Returns

Unrealized Gain: Definition

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Simple Definition

Profit that exists on paper but hasn't been locked in yet because you haven't sold.

Why It Matters

An unrealized gain is Schrödinger's profit - it exists and doesn't exist at the same time. You bought Apple at $100, it's now $150, you have a $50 unrealized gain. But until you sell, that gain can evaporate. You also don't owe taxes on unrealized gains (a huge advantage of buy-and-hold). Only when you sell does it become real - and taxable.

Key Points

  • No taxes owed until you sell (can defer for decades)
  • Also called 'paper gains' - they're not real until realized
  • Unrealized losses work the same way - no tax benefit until you sell

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Related Terms

Common Questions

Profit that exists on paper but hasn't been locked in yet because you haven't sold. An unrealized gain is Schrödinger's profit - it exists and doesn't exist at the same time. You bought Apple at $100, it's now $150, you have a $50 unrealized gain.

An unrealized gain is Schrödinger's profit - it exists and doesn't exist at the same time. You bought Apple at $100, it's now $150, you have a $50 unrealized gain. But until you sell, that gain can evaporate. You also don't owe taxes on unrealized gains (a huge advantage of buy-and-hold). Only when you sell does it become real - and taxable.

No taxes owed until you sell (can defer for decades)

Also called 'paper gains' - they're not real until realized

Unrealized losses work the same way - no tax benefit until you sell